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Edit Information for Documents 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 edit information for documents in a project's Document Management tool.

Things to Consider

Steps

  1. Navigate to the project's Document Management tool.
  2. Click the All Documents or In Review tab.
    Note: If you want to fill out information for documents that you just uploaded, see Complete Information for Documents in the Document Management Tool instead. 
  3. Mark the tickboxes next to the documents that you want to edit.
    Tip!
    • If you want to select all documents, mark the tickbox at the top of the table.
    • If you want to select a range of rows at once, hold down the SHIFT key on your keyboard and mark the necessary tickboxes. 
  4. Click the edit  icon-edit2.png icon.

    bulk-edit.png
    This opens the Edit Document Attributes side panel.
  5. If you want the edits to apply to all revisions of the documents, mark the tickbox next to 'Apply edits to all revisions'.
  6. Click a field to edit information for selected documents. See What are the different fields in the Document Management tool?
    Continue to edit additional fields as necessary.
  7. When you're ready to apply the changes, click Save.