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Create a Saved View in 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.

Objective

To create saved views in the project's Document Management tool.

Background

A saved view in the Document Management tool is a custom view that's created to visually organise and easily access documents while maintaining a single source of truth. Saved views can be created for common document types, such as drawings and models or for specific documents that you want project teams to easily reference. 

Unlike traditional folders, saved views automatically show relevant documents based on applied filters and document permissions. 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. 

Things to Consider

  • Required User Permissions:
    • To create a personal saved view that only you can see, 'Standard' level or higher permissions to the project's Document Management tool.
    • To create a saved view for everyone in the project, 'Admin' level permission to the project's Document Management tool.
  • Additional Information:
    • The Create button will not show until you apply at least one filter to the list of documents.
    • A personal saved view (with 'Me' selected as the access level) can only be seen by the individual who created it. 
    • Project saved views ('Everyone in the Project' access level) can't be changed to a personal view later. However, if you have 'Admin' permission to the tool, you can change a personal saved view to a project view later. See Edit a Saved View in the Document Management Tool.

Steps

  1. Navigate to the project's Document Management tool.
  2. Make sure you're on the All Documents tab.
    Note: If the Saved View panels is hidden, click the Show Saved Views icon-show-saved-views.png icon at the top of the table. 
  3. Use the Filters menu to adjust which documents show in the saved view. See Search for and Filter Documents.
    Note: You must select at least one filter to create a new saved view with. 
  4. When you're ready to create the saved view, click Create.
    create-saved-view.png
     
  5. Fill in the following information:
    Fields with an asterisk (*) are required. 
    • Name*: Enter a name for the saved view. This name will show in the Saved Views list.
    • Description: Enter a description for the saved view.
    • Icon: Select an icon to show next to the name of the saved view. 
    • View Access: Select an access option for the saved view.
      Note: Only users with 'Admin' permissions to the Document Management tool can create views for everyone in the project. 
      • To create a personal saved view that only you can see, select Me.
      • To create a saved view that everyone on the project can see, select Everyone in the Project.
  6. Click Save. 
    The new saved view is added to the Saved Views panel. Click the name of the saved view at any time to view the filtered list of documents.