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Procore

Recycle Submitted Documents in 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 recycle files that are already submitted in a project's Document Management tool.

Background

Recycling a document moves it into the 'Recycle Bin' area of the Document Management tool. The deleted versions are no longer part of the project's files or workflows. The only way to recover the document at that point is to download it from the 'Recycle Bin' area and, optionally, re-upload it to the Document Management tool. Recycled documents are always available for download in the 'Recycle Bin' and do not expire. 

Restoring recycled documents without having to re-upload them will be available with phase two of this feature. Permanently deleting a document still requires reaching out to your Procore point of contact.

Things to Consider

Steps

  1. Navigate to the project's Document Management tool.
  2. From the 'Documents' tab, select the documents you want to recycle. See Background to learn how the recycle feature works. 
    Note: Selecting the latest version of a document only recycles that version. Previous versions will not move to the Recycle Bin. 
  3. Click Recycle Bin icon-delete-trash6.png.
  4. Enter a reason for deleting the document(s). The reason will show in the 'Recycle Bin' tab next to each document's name.
  5. Click Move to Recycle Bin.
    • The document is no longer part of the project's files or workflows.
    • If another version of this same document still exists, when viewing its Version history, this recycled version will not show in the list. 
  6. Optional: Click the Recycle Bin tab to download recycled documents or view a list of them. You have these options: 
    • View information about the recycled document(s) including who deleted them, when, why, and document attributes. Search, filter, and configure columns as needed. 
    • Click the download icon-download-cloud.png icon to download a recycled file to your device.
      • You can re-upload the file to the Document Management tool after downloading it.