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Procore

Open Files in Procore Drive

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Objective

To open and view files within Procore Drive.

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher level permissions on a project's Documents tool in Procore.
  • Additional Information:
    • To select multiple items at once, hold down the SHIFT or CONTROL (CTRL) key on your keyboard while clicking on files.
    • To navigate back to a previous screen, click the "< >" arrows at the top left of Procore Drive.
    • To refresh the tool and item you are viewing within Procore Drive, click the refresh button similar to the one in your web browser.

Steps

  1. Select the desired company and project in Procore Drive.
  2. Click the Documents tab.
  3. Expand folders until you locate the specific folder that contains the file you want to open.
    Note: You may navigate through your folders on the right window or the file tree by double-clicking folders and files.
  4. You may click the file you want to view by clicking Open, or:
  • In the right hand viewer, double-click the file to view the following information about the selected file:
    • description of the file
    • version history
    • file history (who has downloaded it, etc)
    • checkout status; denotes if the file is currently checked out and by whom
    • file actions; Open, Upload, Track, Download and Delete options and to open the file in your computer.