Project Documents - Overview
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 (must have Tendering tool)
- 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
Popular Tutorials (view all)
- Create a Standard Project Folder Structure for the Documents Tool
- Upload Files or Folders to the Project Level Documents Tool
- Manage Permissions for Files and Folders in the Project Level Documents Tool
- Open or Edit a File in Microsoft Office 365 Using the Project Level Documents Tool
- Track File and Folder Changes in the Project Level Documents Tool
Top FAQ (view all)
- Why am I unable to download and open a .ZIP file from Procore?
- Which Procore tools support granular permissions?
- Can I copy one project's Documents folders to a new project?
- How does the Office 365 integration in Procore's Documents Tool work?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?