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Procore

What is the difference between the 'Documents' and 'Document Management' tools in Procore?

regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

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 icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Unlimited Storage icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Upload Documents icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Store Documents icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
View Documents icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Download Documents icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Email Documents icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Search and Filter Documents icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Create Folders icon-mindtouch-table-check2.png  
Create Saved Views   icon-mindtouch-table-check2.png
Configurable Folder Permissions icon-mindtouch-table-check2.png  
Configurable Attribute Permissions   icon-mindtouch-table-check2.png

Create and Manage Permission Groups to Automate Permissions to Documents

 

icon-mindtouch-table-check2.png

ISO 19650 Compliance   icon-mindtouch-table-check2.png
Set Naming Standards   icon-mindtouch-table-check2.png
Set Upload Requirements   icon-mindtouch-table-check2.png
Standardise Document Attributes   icon-mindtouch-table-check2.png
Add and Manage File Attributes   icon-mindtouch-table-check2.png
Review and Submit Uploads   icon-mindtouch-table-check2.png
 Approval Workflows for Documents    icon-mindtouch-table-check2.png
Document Markup   icon-mindtouch-table-check2.png