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Procore

Project Documents

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The Documents tool is where important files of any type can be stored and accessed by specified users.

  • Set up a centralised folder structure by creating folders and sub-folders
  • Set and manage permissions on folders and documents
  • Create publicly-viewable folders so invited tenderers can view relevant documents without having to log in to Procore
  • Upload or download files and view progress
  • Check out and lock a document
  • Manage revisions and distribute updates to specified users
  • Build accountability by tracking when and who downloaded each file

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    Web

    Configure Document Settings
     
    Manage Permissions
     
    Upload Documents
     
    Upload Tender Documents
     
    View Documents
     
    View Documents - Subcontractor as Collaborator
     
    Manage Document Information and Settings
     
    File and Folder Structure
     
    Organise Files and Folders
     
    Manage File Versions
     
    Procore Drive
     

    Mobile

    Upload and View Documents (Mobile) - Site Worker
     

    OUTDATED VIDEOS - Removed from Support Site and Certifications

    Subcontractor - View Documents

     

    Site Worker - Upload and View Documents (Mobile)

     

    Manage Documents

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Speciality Contractor as Client - Manage Documents

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Speciality Contractor as Client - Procore Drive

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Owner - Procore Drive

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Site Manager - Documents

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Web

    Manage Permissions
     
    Upload Documents
     
    View Documents
     
    Manage Document Information and Settings
     
    File and Folder Structure
     
    Organise Files and Folders
     
    Manage File Versions
     
    Procore Drive
     

    Mobile

    Upload and View Documents (Mobile) - Site Worker
     

    OUTDATED VIDEOS - Removed from Support Site and Certifications

    Site Worker - Upload and View Documents (Mobile)

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Manage Documents Information and Settings

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Web

    Manage Permissions
     
    Upload Documents
     
    View Documents
     
    Manage Document Information and Settings
     
    File and Folder Structure
     
    Organise Files and Folders
     
    Manage File Versions
     
    Procore Drive
     

    Mobile

    Upload and View Documents (Mobile) - Site Worker
     

    OUTDATED VIDEOS - Removed from Support Site and Certifications

    Manage Documents Information and Settings

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Site Worker - Upload and View Documents (Mobile)

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Web

    Manage Permissions
     
    Upload Documents
     
    View Documents
     
    Manage Document Information and Settings
     
    File and Folder Structure
     
    Organise Files and Folders
     
    Manage File Versions
     
    Procore Drive
     

    Mobile

    Upload and View Documents (Mobile) - Site Worker
     

    OUTDATED VIDEOS - Removed from Support Site and Certifications

    Manage Documents Information and Settings

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Site Worker - Upload and View Documents (Mobile)

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Manage Permissions
     
    Upload Documents
     
    View Documents
     
    Manage Document Information and Settings
     
    File and Folder Structure
     
    Organise Files and Folders
     
    Manage File Versions
     
    Procore Drive
     

    OUTDATED VIDEOS - Removed from Support Site and Certifications

    Manage Documents Information and Settings

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Web

    Manage Permissions
     
    Upload Documents
     
    View Documents
     
    Manage Document Information and Settings
     
    File and Folder Structure
     
    Organise Files and Folders
     
    Manage File Versions
     
    Procore Drive
     

    Mobile

    Upload and View Documents (Mobile) - Site Worker
     

    OUTDATED VIDEOS - Removed from Support Site and Certifications

    Manage Documents Information and Settings

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Site Worker - Upload and View Documents (Mobile)

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Web

    Manage Permissions
     
    Upload Documents
     
    View Documents
     
    Manage Document Information and Settings
     
    File and Folder Structure
     
    Organise Files and Folders
     
    Manage File Versions
     
    Procore Drive
     

    Mobile

    Upload and View Documents (Mobile) - Site Worker
     

    OUTDATED VIDEOS - Removed from Support Site and Certifications

    Manage Documents Information and Settings

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Site Worker - Upload and View Documents (Mobile)

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Web

    Manage Permissions
     
    Upload Documents
     
    View Documents
     
    Manage Document Information and Settings
     
    File and Folder Structure
     
    Organise Files and Folders
     
    Manage File Versions
     
    Procore Drive
     

    Mobile

    Upload and View Documents (Mobile) - Site Worker
     

    OUTDATED VIDEOS - Removed from Support Site and Certifications

    Manage Documents Information and Settings

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Site Worker - Upload and View Documents (Mobile)

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Web

    Manage Permissions
     
    Upload Documents
     
    View Documents
     
    Manage Document Information and Settings
     
    File and Folder Structure
     
    Organise Files and Folders
     
    Manage File Versions
     
    Procore Drive
     

    Mobile

    Upload and View Documents (Mobile) - Site Worker
     

    OUTDATED VIDEOS - Removed from Support Site and Certifications

    Manage Documents Information and Settings

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Site Worker - Upload and View Documents (Mobile)

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Web

    Configure Document Settings
     
    Manage Permissions
     
    Upload Documents
     
    Upload Tender Documents
     
    View Documents
     
    View Documents - Subcontractor as Collaborator
     
    Manage Document Information and Settings
     
    File and Folder Structure
     
    Organise Files and Folders
     
    Manage File Versions
     
    Procore Drive
     

    Mobile

    Upload and View Documents (Mobile) - Site Worker
     

    OUTDATED VIDEOS - Removed from Support Site and Certifications

    Subcontractor - View Documents

     

    Site Worker - Upload and View Documents (Mobile)

     

    Manage Documents

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Speciality Contractor as Client - Manage Documents

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Speciality Contractor as Client - Procore Drive

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Owner - Procore Drive

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Site Manager - Documents

     

    Video content may not accurately reflect the current state of the system and/or it may be out of date.

    Documents Project Level

    START
    START


    LEGEND
    LEGEND
    Optional Step
    Optional Step
    Do you need to manage documents?
    Do you need to manage...


    Select a File or Folder
    Select a File or Folder


    Select a File or Folder
    Select a File or Folder
    Do you already have a standard folder structure in a project template?
    Do you already have a standard f...
    Do you need to upload documents?
    Do you need to upload documents?
    Are you starting a new project?
    Are you starting a new project?


    Add a New Project Using a Project Template
    Add a New Project Using a P...


    Copy Folder Structure from Another Project
    Copy Folder Structure from...


    Create New Folders
    Create New Folders


    Upload Files
    and Folders
    Upload Files...


    Manage Permissions
    for Files and Folders
    Manage Permissions...


    Manage Tracking for
    Files and Folders
    Manage Tracking for...


    Manage or Set
    File Tags
    Manage or Set...


    Track a Folder or File
    Track a Folder or File


    Download Documents
    Download Documents


    Email Documents
    Email Documents


    Export Information
    for Documents
    Export Information...


    View Documents
    View Documents
    Do you need to edit or add a new version of a file?
    Do you need to edit or add a new...


    Check Out a File
    Check Out a File


    Check In a File
    Check In a File


    Edit File
    Edit File


    Upload a New
    Version of a File
    Upload a New...


    END
    END

     

    Below are the notable changes to the Project level Documents tool. 

    Recent Changes

    Support for IFC Model Files (10/04/2023) 

    Procore has added support for viewing and downloading Industry Foundation Class (.ifc) model files in the Documents tool. See View and Download 3D Models in the Documents Tool.

    Export OBject Data From a Model (13/03/2023) 

    Procore has added a feature that allows you to export object data from a model file in the project's Documents tool. See Export Object Data from a Model File. After the export is complete, you will receive an email with a CSV file that contains the data.