Documents

Overview

Certain files are maintained as Procore Documents when they require complete flexibility around content, data input, formatting, and output. Furthermore, the Documents tool is used to house traditional files whose functions don’t necessarily fit into the other purpose built tools in Procore.

Objectives

Create a copy of a Company document template
Add project specific data
Save the project-specific copy of the document

Things to Consider

When the Standard Project Template is copied at project creation, the Documents tool will inherit all of the templated folder structure but will not inherit any files within the folders. All project specific Documents need to be uploaded manually to the relevant folders in the project Documents tool.

Master Document Templates should be copied across from the master location to the Project Documents tool at the start of the job.
Documents should be marked as “Private by Default” to restrict access by external parties. For more on Documents Permission see this support link.
Most Documents can be completed electronically in a collaborative environment using a Microsoft 365 subscription and login.

Electronic Use Documents

Detailed Steps	Support Link
From the Project Management menu, select Documents and locate the template required. As this is a template file, instead of Opening the file, create a copy to the desired location / folder in Documents.	Create Copy
Navigate to the copied file and open it using the Open in Word button – this will allow you to use your Microsoft Office 365 account to edit the document live. Note: Assistance with signing in to your Microsoft Office 365	Edit Document Support Link
Once you are finished editing the file, simply close the Office 365 window and your changes will be saved.	-
Each time a new file name is required, the copy function must be carried out FIRST otherwise any changes made will simply over-write the original file.	Note