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Procore

Project Documents

The Documents tool is where important files of any type can be stored and accessed by specified users.

 
 
 
 
 
 
 
 
 
 
  • Set up a centralised folder structure by creating folders and sub-folders
  • Set and manage permissions on folders and documents
  • Create publicly-viewable folders so invited tenderers can view relevant documents without having to log in to Procore
  • Upload or download files and view progress
  • Check out and lock a document
  • Manage revisions and distribute updates to specified users
  • Build accountability by tracking when and who downloaded each file

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To browse and search all Procore training videos, visit our video library.

Web

Configure Document Settings
 
Manage Permissions
 
Upload Documents
 
Upload Tender Documents
 
View Documents
 
View Documents - Subcontractor as Collaborator
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organise Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Subcontractor - View Documents

 

Site Worker - Upload and View Documents (Mobile)

 

Manage Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Manage Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Procore Drive

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Procore Drive

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site manager - Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organise Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organise Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organise Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organise Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organise Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organise Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organise Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organise Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Document Settings
 
Manage Permissions
 
Upload Documents
 
Upload Tender Documents
 
View Documents
 
View Documents - Subcontractor as Collaborator
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organise Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Subcontractor - View Documents

 

Site Worker - Upload and View Documents (Mobile)

 

Manage Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Manage Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Procore Drive

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Procore Drive

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site manager - Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Documents Project Level

Start
Start


LEGEND
LEGEND
Optional Step
Optional Step
Do you need to manage documents?
Do you need to manage...


Select a File or Folder
Select a File or Folder


Select a File or Folder
Select a File or Folder
Do you already have a standard folder structure in a project template?
Do you already have a standard f...
Do you need to upload documents?
Do you need to upload documents?
Are you starting a new project?
Are you starting a new project?


Add a New Project Using a Project Template
Add a New Project Using a P...


Copy Folder Structure from Another Project
Copy Folder Structure from...


Create New Folders
Create New Folders


Upload Files
and Folders

Upload Files...


Manage Permissions
for Files and Folders

Manage Permissions...


Manage Tracking for
Files and Folders

Manage Tracking for...


Manage or Set
File Tags

Manage or Set...


Track a Folder or File
Track a Folder or File


Download Documents
Download Documents


Email Documents
Email Documents


Export Information
for Documents

Export Information...


View Documents
View Documents
Do you need to edit or add a new version of a file?
Do you need to edit or add a new...


Check Out a File
Check Out a File


Check In a File
Check In a File


Edit File
Edit File


Upload a New
Version of a File

Upload a New...


End
End

 

Documents

Learn which user permissions are required to take the described actions in this tool.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

What granular permissions are available for the Project level Documents tool?

Action None Read Only Standard Admin Notes

Add a Related Item to a File

 Web

      icon-mindtouch-table-check.png  

Add or Edit a File Description

 Web

      icon-mindtouch-table-check.png  

Change Permission Settings on a Folder or File

 Web

 

icon-mindtouch-table-check-gp.png

  • Set Permissions

icon-mindtouch-table-check-gp.png

  • Set Permissions
icon-mindtouch-table-check.png  

Check In or Out a File

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: Documents

 Web

      icon-mindtouch-table-check.png  

Create a Folder

  Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Files or Folders

 Web

 

icon-mindtouch-table-check-gp.png

  • Delete Folders and Files

icon-mindtouch-table-check-gp.png

  • Delete Folders and Files
icon-mindtouch-table-check.png  

Download a Previous Version of a File

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Download Files and Folders

  Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Email Files and Folders

  Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 

Export Information

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export Object Data from a Model

 Web

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png Users must also have 'Read Only' or higher permission to the Models tool.

Manage and Set Tags for Documents

 Web

      icon-mindtouch-table-check.png  

Manage Permissions for Files and Folders

 Web

 

icon-mindtouch-table-check-gp.png

  • Set Permissions

icon-mindtouch-table-check-gp.png

  • Set Permissions
icon-mindtouch-table-check.png  

Manage Who Tracks Files and Folders

 Web

      icon-mindtouch-table-check.png  

Move and Copy Files and Folders

 Web

 

icon-mindtouch-table-check-gp.png

  • Move and Copy Files and Folders

icon-mindtouch-table-check-gp.png

  • Move and Copy Files and Folders
icon-mindtouch-table-check.png

 

Open or Edit a File in Microsoft Office 365

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Preview a File

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Rename a File

 Web

 

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files
icon-mindtouch-table-check.png  

Rename a Folder

 Web

 

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files

icon-mindtouch-table-check-gp.png

  • Rename Folders and Files
icon-mindtouch-table-check.png  

Retrieve a File or Folder from the Recycle Bin

 Web

      icon-mindtouch-table-check.png  

Search for and Filter Documents

  Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Sort Document Folder Contents

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Track a Folder or File

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Upload a New Version of a File

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Upload Files into a Folder

 Web     iOS     Android

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a File in Microsoft Office 365

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Documents

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Private File or Folder

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Access Private Folders and Files

icon-mindtouch-table-check-gp.png

  • Access Private Folders and Files
icon-mindtouch-table-check.png The user must have the 'Access Private Folders and Files' granular permission OR must be added to the permissions list for the file or folder. See Manage Permissions for Files and Folders.

Below are the notable changes to the Project level Documents tool. 

Recent Changes

Automatic Processing of 3D Model Files for Procore BIM Customers (20/02/2024)

3D Model files in the Documents tool are now processed automatically in Procore accounts that have the BIM product. See View and Download 3D Models in the Documents Tool.

Support for 3d DWG Model Files (12/12/2023) 

Procore now supports the ability to upload, process, and view 3D DWG files in the Documents tool. See View and Download 3D Models in the Documents Tool.

Support for IFC Model Files (10/04/2023) 

Procore has added support for viewing and downloading Industry Foundation Class (.ifc) model files in the Documents tool. See View and Download 3D Models in the Documents Tool.

Export OBject Data From a Model (13/03/2023) 

Procore has added a feature that allows you to export object data from a model file in the project's Documents tool. See Export Object Data from a Model File. After the export is complete, you will receive an email with a CSV file that contains the data.