What is the difference between the 'Documents' and 'Document Management' tools in Procore?
Background
While Procore accounts already have access to a 'Documents' tool that can be used for storing, viewing and sharing documents at the Company and Project level, Procore will be offering a separate 'Document Management' tool that includes a more robust solution for managing and collaborating on documents. See About the Document Management Tool.
Answer
See the table below for a comparison of the Documents and Document Management tool in Procore.
Action |
Documents Tool |
Document Management Tool |
|---|---|---|
| Available on Web and Mobile |  |
|
| Unlimited Storage | |
|
| Upload Documents | |
|
| Store Documents | |
|
| View Documents | |
|
| Download Documents | |
|
| Email Documents | |
|
| Search and Filter Documents | |
|
| Create Folders | |
|
| Create Saved Views | |
|
| Configurable Permissions | |
|
|
Create and Manage Permission Groups to Automate Permissions to Documents |
|
|
| ISO 19650 Compliance | |
|
| Set Naming Standards | |
|
| Set Upload Requirements | |
|
| Standardise Document Fields | |
|
| Add and Manage File Metadata | |
|
| Review and Submit Uploads | |
|
| Approval Workflows for Documents | |
|
| Document Markup | |