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Project Documents - Overview

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 (must have Tendering tool)
  • 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