Document Management - Overview

Procore's Document Management tool allows users to organise, access, collaborate, approve and manage permissions for documents throughout the construction lifecycle. The tool includes:

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  • A consistent and easy-to-use experience for accessing project files through a centralised file repository.
  • Streamlined metadata capture using machine learning, saving time and improving organisation.
  • A single workflow experience for the review and approval of documents, speeding up processes like design reviews.
  • Granular and flexible document permission groups based on the metadata of each document (like its status, type or discipline).
  • Management of information in accordance with international standards such as ISO 19650.

 

 

Popular Tutorials (view all)

  1. About the Document Management Tool
  2. Upload Documents to the Document Management Tool
  3. Edit a Permission Group for the Document Management Tool
  4. Edit the Naming Standard for the Document Management Tool
  5. Configure Your View in the Document Management Tool

Top FAQ (view all)

  1. What file types and formats are supported in the Unified Attachment Viewer?
  2. Document Management: General FAQ
  3. What is the difference between the 'Documents' and 'Document Management' tools in Procore?
  4. How are locked or restricted PDF files handled in the Document Management tool?
  5. What is a naming standard in the Document Management tool?

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