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Best Practices for Field Team Members Using the Document Management Tool

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 LImited Release (Beta)
The Document Management tool is currently in a Limited Release (Beta). It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Introduction

Procore's Document Management tool provides a single place to access, view, and collaborate on a project's documents that you have access to. 

The Document Management tool is available on Procore's web and mobile applications. 

This article covers the following:

Find and View Documents

Documents that you have access to will automatically show on the All Documents tab. See View Documents in the Document Management Tool. You can use saved view and filters to find specific documents as needed. 

About Saved Views and Filters

The Document Management tool has a list of saved views (such as 'Drawings' and 'Specifications') in the tool. Similar to folders, saved views help organize files and provide quick and easy access to specific documents.
Note: The 'Drawings' and 'Specifications' saved views are always included in a project's Document Management tool. Admins can create additional saved views for the project as needed. 

pdm-saved-views-panel.png

The 'Saved Views' section is organized into 'Project Views' and 'My Views'.

  • Project Views: Created by Admins and visible for everyone in the project.
  • My Views: Created by you and only visible to you.
 Tip
To learn how to create your own saved views, see Create a Saved View in the Document Management Tool.

Quickly Access Drawings and Specs in One Tap from the Procore Mobile App

You can quickly access drawings and specifications within the Document Management tool by tapping the Drawings or Specifications tool in the Procore app.
Note: The app will NOT redirect to the Document Management tool if the Drawings or Specifications tools are active on the project. 

  1. Open the Procore app on your iOS or Android mobile device. 
  2. Log in if necessary and select your project. 
  3. Tap Drawings or Specifications. 
    ios-tool-list-pdm.png
    The Document Management tool automatically opens and shows documents in the 'Drawings' or 'Specifications' saved views. You can adjust the filters further if needed. See Search for and Filter Documents (iOS) or Search for and Filter Documents (Android).
  4. Tap a document's name to open it in the viewer. See View Documents (iOS) or View Documents (Android).

Customise Your View

You can adjust, rearrange, and pin columns in the documents list as needed.

Download Documents