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Procore (en-GB)

Export Information from the Project Level Documents Tool

Objective

To export information from a project's Documents tool to a PDF or CSV file.

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher permissions on the Documents tool.

Steps

Export a Folder's Contents to a PDF or CSV File
  1. Navigate to the Documents tool.
  2. Right-click on the folder you want to export a list of contents for.
    Note: You can also select or hover over the folder to reveal a list of actions.
  3. Click  icon-export.png  Export
  4. Choose whether you want to export the information as a PDF or CSV file.
  5. Click Export
    Note: The file will begin downloading to your computer. The following fields appear on the exported file:
    • Name
    • Uploaded/Created By
    • Uploaded/Created On
    • Version Number
    • Version Comments
    • Link To (link to file in Procore)
Export a Filtered List of Documents to a PDF or CSV File
  1. Navigate to the Documents tool.
  2. Use the Search bar and Add Filters drop-down menu to filter documents.
    Note: You will be redirected to the Document Search page with a list of results.
  3. Click the Export drop-down menu. 
  4. Click PDF or CSV to export your filtered list. 
    Note: The file will begin downloading to your computer. 
    • The following fields appear on the exported PDF:
      • Name (the PDF file will contain a link to the file in Procore)
      • Path 
      • Uploaded/Created By
      • Uploaded/Created On
      • Download (with link to download file to your computer)
    • The following fields appear on the exported CSV:
      • Name 
      • Path 
      • Uploaded/Created By
      • Uploaded/Created On

 

If you would like to learn more about Procore's document management software and how it can help your business, please visit our construction document management software product page icon-external-link.png.