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  • https://en-au.support.procore.com/faq/how-do-i-filter-items-by-multi-tiered-locations
    If you tie an item to a multi-tiered location, you will be able to view all items that are tied to tiered locations in the "filter by" section. You will see a filtered list of all items that have been...If you tie an item to a multi-tiered location, you will be able to view all items that are tied to tiered locations in the "filter by" section. You will see a filtered list of all items that have been tied to that exact location unless you check the checkbox next to "Include Sub-locations." If you search for Floor 1 and select the checkbox that says, "Include Sub-locations," you will see all items tied to all sub locations under floor 1 (highlighted in red below).
  • https://en-au.support.procore.com/faq/what-is-the-difference-between-a-distribution-group-and-a-distribution-list
    Once created, end users with permissions to create items in specific Procore tools can add available distribution groups to any To, Cc, Distribution, Default Distribution, Distribution List, File Trac...Once created, end users with permissions to create items in specific Procore tools can add available distribution groups to any To, Cc, Distribution, Default Distribution, Distribution List, File Tracking, field in the Company and/or Project level tools that support this feature. In Procore, a distribution list is similar to the Carbon Copy (Cc) feature in an email program and is used for notifying select Procore users about a specific event or change in status.
  • https://en-au.support.procore.com/products/online/user-guide/project-level/transmittals/faq
    This page includes links to frequently asked questions about the project's Transmittals tool.
  • https://en-au.support.procore.com/faq/which-microsoft-excel-file-versions-can-be-attached-to-items-in-procore
    Explains that the .XLS file format associated with Microsoft Excel (Version 2007 and earlier) has reached its end-of-life and is not supported in Procore.
  • https://en-au.support.procore.com/products/online/user-guide/project-level/transmittals/tutorials/view-the-email-correspondence-for-a-transmittal
    How to view the email correspondence for a transmittal.
  • https://en-au.support.procore.com/products/online/user-guide/project-level/transmittals/tutorials/search-for-transmittals
    How to search for a transmittal using the project's Transmittals tool.
  • https://en-au.support.procore.com/products/online/user-guide/project-level/transmittals/tutorials/add-a-related-item-to-a-transmittal
    How to add related items to a transmittal using the project's Transmittals tool.
  • https://en-au.support.procore.com/products/online/user-guide/project-level/transmittals/tutorials
    This page includes a list of tutorials for various tasks that can be performed in the project's Transmittals tool.
  • https://en-au.support.procore.com/faq/how-do-i-change-my-web-browsers-default-email-client-for-mailto-links
    1234abcd@procoretech.com) you may have noticed that your computer will try to create a new email in your default email client, which is typically Microsoft Outlook for most systems where Microsoft Off...1234abcd@procoretech.com) you may have noticed that your computer will try to create a new email in your default email client, which is typically Microsoft Outlook for most systems where Microsoft Office is installed. Fortunately, you can follow the steps below to customise your respective web browser(s) to open a different email client (e.g. This article has instructions to add a different default email client for mailto links in the following browsers:
  • https://en-au.support.procore.com/faq/how-do-i-attach-multiple-files-at-once-to-a-transmittal
    When adding items to a transmittal, the Attach File(s) function lets you attach multiples files at once for these supported formats: Documents, Plans, Prints, Samples, and Shop Drawings. Then, hold do...When adding items to a transmittal, the Attach File(s) function lets you attach multiples files at once for these supported formats: Documents, Plans, Prints, Samples, and Shop Drawings. Then, hold down the SHIFT key and highlight the files that you want to upload. If you want to attach ALL the drawings from a drawing set, click Select All in the bottom right corner. After you click Add, the system adds each selected file as a separate line item in the Items list for the transmittal.
  • https://en-au.support.procore.com/products/online/user-guide/project-level/transmittals/tutorials/customize-the-column-display-in-the-transmittals-tool
    How to show, hide and change the order of the columns in view in the Transmittals tool.