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

Popular Tutorials (view all)

  1. Create a Standard Project Folder Structure for the Documents Tool
  2. Manage Permissions for Files and Folders in the Project Level Documents Tool
  3. Upload Files or Folders to the Project Level Documents Tool
  4. Open or Edit a File in Microsoft Office 365 Using the Project Level Documents Tool
  5. Configure Advanced Settings: Project Documents

Top FAQ (view all)

  1. Why am I unable to download and open a .ZIP file from Procore?
  2. Can I copy one project's Documents folders to a new project?
  3. Which Procore tools support granular permissions?
  4. How do I know if someone has downloaded a file?
  5. Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?

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