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Getting Started with Document Management - Welcome to the Guide

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This guide helps you set up Procore's Document Management tool for the first time by providing the following: 

  • An introduction to the Document Management tool and processes.
  • Topic overviews, best practices, examples and action items.
  • Videos and step-by-step instructions.

We recommend starting with a test project using Procore's defaults while becoming familiar with the tool.

Prerequisites for this Guide

  • Your company is part of the Document Management Limited Release (Beta).
  • The Document Management tool is enabled for a project.
  • The following permissions are enabled in Procore:
    • Company Admin permissions:
      • 'Admin' level permissions to the Company level Directory tool.
    • Document Management tool permissions:
      • 'Admin' level permissions to the Document Management tool.
      • Added to a permission group with the 'Upload New Files' and 'Submit New Files' permissions enabled.
        Note: Procore provides a default 'Document Controller' permission group that you can add yourself to. 
    • Optional: Workflows and Correspondence tool permissions:
      • For configuring and starting workflows for documents, 'Admin' level permissions to the Company level Workflows tool.
      • For attaching documents to correspondence items in a project's Correspondence tool:
        • 'Standard' or 'Admin' level permissions on the item's correspondence type.
          OR
          'Read Only' level permissions on the item's correspondence type with the 'Create Item' granular permission enabled on the permissions template.