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 (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

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Web

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OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Permissions

 

Configure Document Settings

 

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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OUTDATED VIDEOS - Removed from Support Site and Certifications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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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

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

Manage Permissions

 

Configure Document Settings

 

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

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 this action with this permission level AND one or more additional requirements, like 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     iOS

  

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     iOS

  

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

 

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     iOS

  

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     iOS

  

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 This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device.

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 This action can be performed offline. Actions performed offline will be synced with Procore once a network connection has been reestablished.

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.