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Edit Upload Requirements for 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 upload requirements for documents in a project's Document Management tool.

Background

The Document Management tool allows you to set upload requirements based on document attributes to ensure that documents are added to the project in a consistent way and with the necessary metadata. Document attributes are used to automatically control permissions for individual revisions and make it easy to organise and find documents. In addition, these upload requirements can be customised per document type and specify whether a naming standard needs to be enforced.

 Important
The Name, Type, Status and Revision fields are always required for every document. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the project's Document Management tool.
  • Additional Information:
    • Document search, organisation and permissions in the Document Management tool are based on the attributes associated with each document revision, so it's critical that you require the right information for each type of document before any files are uploaded. 

Steps

  1. Navigate to the project's Document Management tool.
  2. Click the Configure Settings icons-settings-gear.png icon.  
  3. Click Documents to open the Document Settings page.
  4. Click the arrow icon-arrow-expand.pngicon next to Upload Requirements to expand the section. 
    pdm-upload-req.png
    Note: You can set a default rule that all documents must meet the requirements for and create conditional rules as needed for different document types. Documents must meet the requirements set in the default rule, unless a conditional rule is met. 
  5. See the steps below for available actions:

Edit the Default Rule

All documents uploaded to the project must meet the requirements set in the default rule, unless a conditional rule is met.

  1. Under the 'Default Rule' section, click the edit  icon-edit2.png icon.
  2. Fill in the following information to edit the conditional rule:
    • Naming Standard: Select the naming standard to use for the default rule or select 'None' if you don't want the naming standard used. 
    • Required Document Fields: Mark or clear tickboxes in the 'Required' column to configure which fields will be required.
      Note:  'Name', 'Status', 'Type' and 'Revision' are always required fields.
      pdm-edit-default-rule.png
       
  3. Click Save.

Create a New Conditional Rule

Conditional rules are created separately from the default rule and are used to set different requirements for specific document types.

  1. In the 'Upload Requirements' section, click Create Conditional Rule.
  2. Create the conditional rule by selecting a document type that will have different requirements:
    pdm-create-rule.png
    • Click the Type menu to select a type for the conditional rule.
    • Click the Naming Standard menu to select whether the naming standard should be required.
    • Under Required Document Fields, mark the tickbox next to each field that should be required.
      Note: 'Name', 'Status', 'Type' and 'Revision' are always required fields.
  3. Click Create to save the conditional rule.

Edit a Conditional Rule

  1. In the 'Upload Requirements' section, find the conditional rule that you want to edit.
  2. Click the edit  icon-edit2.png icon.
  3. Make changes to the rule as necessary. See the Create a Conditional Rule section above for more detail.
  4. Click Save.

Remove a Conditional Rule

Note: If you remove a conditional rule, the requirements for the document type will no longer be enforced for uploads in the project.

  1. In the 'Upload Requirements' section, find the conditional rule that you want to remove.
  2. Click the delete  icon-delete-trash6.png icon.
  3. Click Submit to remove the rule.