Document Management - Glossary

Conditional Rule

In Procore's Document Management tool, a conditional rule is created to set different requirements for specific document types that don't meet criteria of the default rule.

Default Rule

In Procore's Document Management tool, a default rule is a set of requirements that documents uploaded to the project must meet, unless a conditional rule applies.

Document Container

In Procore's Document Management tool, a document container represents a unique set of related document revisions described with metadata in common. For example, a document container will have the same document type, discipline and project code for all revisions within that container.

Metadata

In Procore's Document Management tool, metadata is data that provides information about a document, such as the filename, size, date authored and uploaded, author name, etc. The Document Management tool uses a combination of machine learning and the project's naming standard to automatically populate metadata for an uploaded document.

Naming Standard

A naming standard is a standard, or company specific, format for creating a unique ID for an item. In Procore's Document Management tool, the naming standard is used to create and apply standards for naming document filenames. Depending on the naming standard set for the project, Procore will automatically populate metadata from the filename that matches segments in the naming standard.

For example, the ISO 19650 standard Naming Convention uses 7 pieces of metadata strung together. The typical naming standard for drawings in the United States is Discipline-Doc Number, like A-101 for an Architectural first floor plan.