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Procore (en-GB)

Where do I put my tender documents in Procore?

Answer

Place your tender documents in an easily accessible folder in the project's Documents tool. 

Things to Consider

  • Required User Permissions:
    • To create a sub folder, 'Standard' or 'Admin' on the project's Documents tool.
    • To attach a document to a tender sheet, 'Admin' level permission on the Tendering tool.

Steps

  1. Navigate to your project's Documents tool.
  2. Click +New.
  3. Click Create Folder.
  4. Name the folder (e.g. "Tender Documents") and place appropriate sub folders and files within the tender folder
    Note: All documents for a specific must reside under one (1) root folder. To create a sub folder, see Create a Folder.
  5. Navigate to your project's Tendering tool.
  6. Select a Tender Package or create a new tender package. See Create a Tender Package . 
  7. Click the Files subtab.
  8. Click Edit.
  9. Select your individual tender documents or the tender folder you just created. 
  10. Click Update.

See Also