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Procore

Download Documents from the Document Management Tool

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.

Objective

To download documents from the Document Management tool.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • When you download a document, it will have the same filename as the ‘Name’ field in the Document Management tool, regardless of the document’s original filename. 
      Note: If a filename contains spaces, they will be replaced with hyphens.
    • Currently, if you want to download a PDF document that contains markups from a workflow, you must download it from the viewer and not the List view.
    • You can choose to download a document with or without markup. However, this option is not currently available for bulk downloads. 

Steps

  1. Navigate to the project's Document Management tool.
  2. You can download documents in the following ways:

From the Table

Download a Document

  1. Find the document that you want to download. 
  2. Click the download icon-download-cloud.png icon for that document.
    2024-08-09_list download.png
  3. If the document has markups, choose whether you want to include markups in the download:
    • To include markups, click Download with Markup.
    • To exclude markups, click Download without Markup

      The document will automatically download to your computer.

Bulk Download Documents

  1. Mark the checkbox next to each document that you want to download. 
  2. Click the top download icon-download-cloud.png icon above the table.
    download-multiple-docs-table.pngThe documents will download to your computer in a compressed .zip folder. 

From the Viewer

Download a Document

  1. Click the name of the document to open it in the viewer.
  2. In the side panel, click the download icon-download-cloud.png icon.

    download-from-table.png
  3. If the document has markups, choose whether you want to include markups in the download:
    • To include markups, click Download with Markup.
    • To exclude markups, click Download without Markup

      The document will automatically download to your computer.