Track/Untrack a File in Procore Drive
Objective
To track or untrack a file in Procore Drive.
Background
There may be certain files in the Documents tool that you want to actively monitor so that you are notified when a newer revision of a file is uploaded into Procore. In such cases, you should use the tracking feature, which allows you to track any file in Procore.
Things to Consider
- Required User Permissions:
- 'Read Only' or higher level permissions on a project's Documents tool in Procore
- Additional Information:
- If you are tracking a file, you will receive an email notification when any of the following actions occur:
- A new revision has been uploaded.
- The file has been checked in/out.
- The parent folder's name has been changed.
- In Procore Drive, you can only track files, not folders.
- To select multiple items at once, hold down the SHIFT or CONTROL (CTRL) key on your keyboard while clicking on files.
- To navigate back to a previous screen, click the "< >" arrows at the top left of Procore Drive.
- To refresh the tool and item you are viewing within Procore Drive, click the refresh button similar to the one in your web browser.
- If you are tracking a file, you will receive an email notification when any of the following actions occur:
Steps
- Select a company and project in Procore Drive.
- Click the Documents tab.
- Expand or collapse folders in your Procore Drive until you see the specific folder or subfolder you want to track a file from.
Note: You may navigate through your folders on the right window or the file tree by double clicking folders and files. - In the right hand viewer, double click the file you wish to track. In the file overview window, click Track.
- To untrack a file after you have tracked it, click Untrack.