What is the difference between the 'Documents' and 'Document Management' tools in Procore?
Background
While Procore accounts already have access to a 'Documents' tool that can be used for storing, viewing and sharing documents at the Company and Project level, Procore will be offering a separate 'Document Management' tool that includes a more robust solution for managing and collaborating on documents. See About the Document Management Tool.
Answer
See the table below for a comparison of the Documents and Document Management tool in Procore.
Action |
Documents Tool |
Document Management Tool |
---|---|---|
Available on Web and Mobile | ||
Unlimited Storage | ||
Upload Documents | ||
Store Documents | ||
View Documents | ||
Download Documents | ||
Email Documents | ||
Search and Filter Documents | ||
Create Folders | ||
Create Saved Views | ||
Configurable Folder Permissions | ||
Configurable Attribute Permissions | ||
Create and Manage Permission Groups to Automate Permissions to Documents |
||
ISO 19650 Compliance | ||
Set Naming Standards | ||
Set Upload Requirements | ||
Standardise Document Attributes | ||
Add and Manage File Attributes | ||
Review and Submit Uploads | ||
Approval Workflows for Documents | ||
Document Markup |