Configure Settings: Document Management
Objective
To configure advanced settings for the Project level Document Management tool.
Background
Important settings for the Document Management tool are managed on the Configure Settings page, such as: creating and managing permission groups, customizing permission settings for documents and standardizing fields for document metadata.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions to the project's Document Management tool.
Video
Steps
Note
Settings for the Document Management tool can also be managed in the project's Admin tool. See Configure Document Management Settings in the Admin Tool.
- Navigate to the project's Document Management tool.
- Click the Configure Settings
icon. - See the sections below for available actions:
Views Tab
Click the Views tab to create Collections for the project. Collections help filter and organise documents so users can quickly find the revisions they need. See the following articles related to Collections:
Permissions Tab
Click the Permissions tab to access the following settings:
Permission Groups
The Permission Groups section is where you can create and manage permission groups in order to control access to documents in the project.
See the following tutorials related to permission groups:
Document Permissions
The Document Permissions section is where you can customise the actions that people and groups can perform on documents. See View and Manage Settings for Document Permissions.
Workflow Permissions
Permissions selected in this section are specific to documents in a workflow. Any permissions set here will override normal permissions set from the Document Permissions above. See View and Manage Workflow Permissions in the Document Management Tool.
Documents Tab
Click the Documents tab to access the following settings:
Upload Requirements
The Upload Requirements section is where you can select naming standards and required fields for document uploads. See Edit the Upload Requirements for Documents.
Naming Standards
The Naming Standards section is where you can build naming standards that will automatically apply to uploaded documents. See Edit the Naming Standard for Documents.
Document Fields
The Document Fields section is where you can view document metadata fields and mark certain fields as inactive or active. See Manage Configurable Fieldsets and Default Fields for the Document Management Tool.
Workflows Tab
Click the Workflows tab to access the following settings:
Note: You will only see the Workflows tab if your organisation is using the Workflows tool in Procore.
Document Workflows
If one or more workflows have been assigned to the project, you can view and configure workflows in this section. See About Workflows in the Document Management Tool or Configure a Custom Workflow Template on a Project.