Document Management

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Filter Documents by 'Format' (15/03/2024)

You can now quickly filter documents by file formats (such as pdf, dwg and jpg) with a new 'Format' filter. This filter is available from any of the three tabs (All Documents, In Review and Uploads) in the Document Management tool. See Search for and Filter Documents in the Document Management Tool. Filtering by file format will soon be available on Procore's iOS (v2024.0318) and Android (v2024.0311) mobile apps as well! 

improvements for Document management attachments in Correspondence emails (04/03/2024)

Emails from the Procore Correspondence tool now provide additional data for Document Management attachments. Correspondence emails now have an attachments table listing each document name, revision identifier and status at the time of transmittal. This ensures the recipient can easily identify which revisions were provided and the status of those revisions without logging into Procore. See View and Download Document Management Files in a Correspondence Item.

VIEW PREVIOUS Document REVISIONS on the procore mobile app (04/03/2024)

On the Procore mobile app for iOS and Android, field users can now view previous revisions! If a new revision of a document is uploaded during the course of construction, a field user can now compare it with a previous revision to see the differences and make needed changes on site. See View Documents in the Document Management Tool (iOS) or View Documents in the Document Management Tool (Android). 

View Correspondence item attachments in list view on procore mobile app (07/02/2024)

In the Correspondence tool on the Procore mobile app for iOS and Android, users can now tap 'See All' to view a list of all the item's attachments. This makes it easier to find a specific file when a correspondence item has many attachments. See View Document Management Files in a Correspondence Item (iOS) or View Document Management Files in a Correspondence Item (Android).

New 'Review' Button for Documents in Uploads Modal (07/02/2024)

You can now quickly review and complete information for recently uploaded documents by clicking a new 'Review' button in the Uploads Modal. See Upload Documents and Complete Information for Documents. After clicking 'Review', the document will open in the viewer, where you can fill out metadata and submit documents. The Uploads window can be accessed from any tab until it is manually closed.

View number of visible document markups and number of applied filters (05/02/2024)

On the Procore mobile app for iOS, users can now view the number of visible markups compared to total markups on a document. Users can also see the number of filters that are applied to the Markup List. See 'Markup List' in View Documents in the Document Management Tool (iOS) and View Documents in the Document Management Tool (Android).

Bulk Respond to Multiple Documents in a Workflow (01/02/2024)

Workflow assignees now have the ability to submit their response for multiple documents at once. See Review a Document in a Workflow in the Document Management Tool. 

Filter Markups on Documents by 'Authored by' and 'Company' (23/01/2024)

When viewing markups on a document, you can now apply 'Company' and 'Authored By' filters to show markups from specific companies and individuals. See View Markups in the Document Management Tool.

Same Project Code Allowed Across Projects (18/01/2024)

You can now use the same Project Code abbreviation for multiple projects in the same company. See What is the 'Code' field on the project creation page?

View Missing fields required for a Document (02/01/2024)

To make it easier to identify which fields need to be filled in before a document can be submitted, you can now hover over the ‘Missing Attributes’ message in the ‘Ready to Submit’ column to see which required fields are still empty for a document. See Complete Information for Documents in the Document Management Tool. This is also helpful if fields have been moved or hidden in the Table Settings.

View Document Management files in a Correspondence Item on the Procore Android app (18/12/2023)

On the Procore mobile app for Android, users can now view Document Management files that have been attached to a correspondence item. See View Document Management Files in a Correspondence Item (Android).

Download a Document with or without markup on Web (14/12/2023)

You can now choose to download an individual document with or without markups on Procore's web application. See Download Documents from the Document Management Tool.

Show or Hide Markups on Documents (13/12/2023)

You can now choose to show or hide all markups on documents while in the viewer on Procore's web application. See View Documents in the Document Management Tool. 

View Document Management files in a Correspondence Item on the Procore iOS app (29/11/2023)

On the Procore mobile app for iOS, users can now view Document Management files that have been attached to a correspondence item. See View Document Management Files in a Correspondence Item (iOS).

Sync saved Views on the Procore Mobile App (13/11/2023)

Users on the Procore iOS or Android app can now choose to sync all documents in a Saved View to their mobile device at once. This allows users to quickly access the documents they need, regardless of the strength or availability of Wi-Fi or mobile connection. See Sync and Download Documents from the Document Management Tool (iOS) or Sync and Download Documents from the Document Management Tool (Android).

Add Attachments in a Workflow Response (10/24/2023)

You can now add attachments to your response in a workflow. See Respond to a Custom Workflow and Review a Document in a Workflow in the Document Management Tool.

Quickly Access Drawings and Specs in one tap in the Procore Mobile app (24/10/2023)

Users on the Procore iOS or Android app can now access drawings and specifications in the Document Management tool in one tap by tapping Drawings or Specifications in the tool list. See Best Practices for Site Team Members Using the Document Management Tool.

While these documents can still be accessed by opening the Document Management tool, the 'Drawings' and 'Specifications' tool tiles on the Procore mobile app will now automatically open to the relevant saved view in the Document Management tool. 

Document Management Data Table for Correspondence Item Attachments (10/17/2023)

The Attachments area of the items in the Correspondence tool now includes the Document Management tool data table, which allows for a better experience attaching and viewing documents. Instead of only seeing the file names, users can now view all attached documents in the data table with the relevant information and ability to sort or adjust columns as needed. See View and Download Document Management Files in a Correspondence Item.

This release also adds improvements to attaching items in the Create or Edit mode, such as the option to remove selected documents in bulk, and the ability to view attached documents. See Share Document Management Files in a Correspondence Item.

Additional Attributes Added for Granting Permission to Documents (10/13/2023)

'Location', 'Originator' and 'Stage' are now available to select as attributes for granting permissions to documents. See Create a Permission Group for the Document Management Tool. This allows you to control access to documents further.

New 'Submit New Files' Permission (10/09/2023)

A new permission to control file submission is now available to apply to permission groups in the Document Management tool. This is useful when you want to allow certain users to upload files and complete information, but have someone else review and submit files. See Submit Documents in the Document Management Tool, Create a Permission Group for the Document Management Tool, and How do permissions work in the Document Management tool?

Bulk Edit Information on Submitted Documents (11/09/2023)

You can now bulk edit information for documents on the All Documents and In Review tabs. See Edit Information for Documents. Previously, you could only bulk edit documents on the Uploads tab. 

Download All Files in a Correspondence Item (31/08/2023)

Users can now download all Document Management files that are attached to a correspondence item. See View and Download Document Management Files in a Correspondence Item.

Complete Information for uploaded files in the Document Viewer (23/08/2023)

You can now fill out fields and submit documents directly from the viewer in the Document Management tool. See Complete Information for Documents in the Document Management Tool. This is helpful if you want to view the contents of uploaded documents while you complete the necessary information.

Parallel Workflow Responders for the Document Management Tool (31/07/2023)

The Workflows tool in Procore now supports parallel workflows, which can be set up for the Document Management tool. This means you can now have multiple reviewers in the same workflow step, allowing you to get documents approved faster. See Create a Custom Workflow Template and Review a Document in a Workflow in the Document Management Tool.

Share Documents using the Correspondence tool (31/07/2023)

You can now share files from the Document Management tool by attaching them to a correspondence item in the Correspondence tool. See Share Document Management Files in a Correspondence Item. 

The same permissions from the Document Management tool will apply. Recipients of the correspondence items can view and download the files from the email, PDF export or Correspondence tool. See View and Download Document Management Files in a Correspondence Item.

Create Saved Views for Documents (22/06/2023)

You can now create saved views in the Document Management tool to quickly and easily access specific documents while maintaining a single source of truth for each file. See Create a Saved View in the Document Management Tool. Unlike traditional folders, saved views automatically show relevant documents based on applied filters and document permissions.

Saved Views are separated into Project Views (which are created by users with 'Admin' permissions and are available to everyone in the project) and My Views (views that you create that are only visible to you). See View Documents in the Document Management Tool.  All users with access to the Document Management tool can create their own saved views to easily reference the documents most important to them and users with 'Admin' permissions to the tool can create saved views for everyone in the project to use. 

'None' Permission level added for the Document Management tool (05/06/2023)

The Document Management tool now has a 'None' permission level that can be assigned to users who don't need access to the tool. Permissions can be managed in the Company level Permissions tool and the Project level Directory. See How do permissions work in the Document Management tool?

Export to CSV (25/04/2023)

You can now export information from the Document Management tool to a CSV file. See Export Information from the Document Management Tool. 

Download Documents with Naming Standard Applied (03/30/2023)

Documents now download with the filenames that are shown in the Name field of the Document Management tool. Previously, documents downloaded with their original filenames. See Download Documents from the Document Management Tool. This helps to keep files organised, compliant and in the correct format for revisions to be detected during upload.

Bulk Delete Uploaded Documents (03/30/2023)

You can now bulk delete documents that have been uploaded to the Document Management tool. See Delete Uploaded Documents in the Document Management Tool. Currently, documents can only be deleted from the 'Uploads' tab.

Delete an Uploaded Document (07/03/2023)

You can now delete a document that has been uploaded to the Document Management tool. See Delete an Uploaded Document in the Document Management Tool. Currently, a document can only be deleted from the 'Uploads' tab.

Approval Workflows (31/01/2023)

You can now configure workflow templates in the Company level Workflows tool for Document Management. See About Workflows in the Document Management Tool. Once configured and assigned to a project, you can assign a Workflow Manager and assign documents in the Uploads tab to a workflow template.

Submitting a document with an assigned workflow template will start the workflow and automatically email each assignee when it’s their time to respond. Workflow assignees can add markup, comments and select from a list of configured responses. See Review a Document in a Workflow in the Document Management Tool. As documents move through the workflow steps, their statuses will update automatically based on the configured template.

Note: Markups can only be added by Workflow Assignees. You can edit the permissions that a Workflow Assignee has in the Document Management tool settings. See Configure Settings: Document Management.

Revision Handling (31/01/2023)

You can enter the initial revision number for documents in the Uploads tab. When a new revision is uploaded with a matching name, it will be consolidated into a single row with the revision number incrementally increased by one. You can then click on the revision number to view and edit previous revisions. You can also toggle between revisions in the Document Viewer. See Edit Revisions in the Document Management Tool and View Documents in the Document Management Tool.

Document Attribute Detection With Machine Learning (13/01/2023)

You will now see the Type, Description and Number attributes detected and auto-populated within the Uploads tab by our machine learning service. The Type attribute detection only applies to drawings and specifications; if it does not recognise the Type as a drawing or specification it will not populate the attribute. See What can Procore automatically populate when uploading files to the Document Management tool?

Configurable Fieldsets and Default Fields (13/01/2023)

You can now create and manage configurable fieldsets and default fields for the Document Management tool. See Manage Configurable Fieldsets and Default Fields for the Document Management Tool. You can configure the values available for the following document attributes: Classification, Discipline, Status, Type, Volume / System. This includes customizing the value description, code and whether it is an active value on projects. You can also choose which of the 20+ default attributes you want to mark optional or required for your project to ensure compliance and consistency across your portfolio of projects.

Assign Document Permission Group from Directory (13/01/2023)

You can now assign a Document Management Permission Group to new and existing users from the Directory Tool when adding new users. See Set a Document Management Permission Group for a New User.

Attribute Change History (09/01/2023)

You can now view a document’s history of attribute changes within the Document Viewer’s Information Panel. See View Change History for Documents in the Document Management Tool.

Conditional Upload Requirements (04/01/2023)

You can now require conditional document attributes to be required based on the document type at the time of upload. You can also choose to use the configured naming standard or no naming standard for different document types. See Edit Upload Requirements for the Document Management Tool.