Documents: Visual Redesign of the Documents Tool

New Action Buttons

The new action buttons for files or folders are accessible from multiple locations (shown in the images below):

• In the top banner when the file or folder is selected
• Across from the file or folder when hovering over its row
• In a list after right-clicking on the file or folder (see right image below)

Note: Additional actions are revealed after clicking the vertical ellipsis    icon. If you have navigated through multiple levels of folders, an ellipsis   icon can be clicked to view which folders you are currently under. 

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Information Side Panel 

In addition to displaying important information about the selected file or folder, the Information side panel is where you can manage file information and settings, such as the Title and Description fields, as well as the Permissions, Tracking and File Tags sections. This is also where you can access the Download Log, Change History, Emails and Related Items.

When selecting one of these sections, a modal opens to allow for a cleaner and more intuitive experience when making changes or viewing information (see image on right below for managing permissions after marking a file or folder as Private).

Note: To open the Information panel, click the info  icon when a file or folder is selected.

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Viewing Files and Folder

When a file or folder is selected from the selection tree on the left, a set of icons are revealed so that you can perform different actions (as shown in the banner below). If the Information side panel is open, you can view important information about the file or folder. 

Note: You can still open a file in the Documents tool viewer by clicking the filename link.

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Uploading Files or Folders

You can still upload files or folders using the +New button, but you can now also upload items in one step by dragging selected items from your computer and dropping them onto the centre panel.

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Uploading a New Version of a File

You can now upload a new version of a file by selecting (or right-clicking) the file and clicking the New Version    icon.

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Checking a File In or Out

You can see the option to check a file out or in by clicking the vertical ellipsis    icon (or by right-clicking to open the same menu) and clicking the relevant action.

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Exporting a Folder's Contents

The option to export a folder's contents to PDF or CSV is available after clicking the vertical ellipsis    icon when a folder is selected, as shown below.

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Performing Bulk Actions

You can select multiple files or folders to perform bulk actions for-- such as downloading, moving and deleting-- by marking the tickboxes next to them. For example, you can select multiple files and then click Download. 

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Easy Access to Important Documents

The New Documents This Week, Items You Are Tracking and Recycle Bin sections are now always viewable from the Documents page so that you can easily access them when necessary.

Note: Areas such as Permissions, Tracking and File Tags are now available in the Information side panel as outlined above. 

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Import Options and Procore Drive Download Link

The following resources have been moved to the Configure Settings page of the Project level Documents tool. 
Note: You must have 'Admin' permissions to the Documents tool in order to access this page.

• Import Options: The inbound email address that can be used to email files to the Documents tool is now listed on the Configure Settings page. See Where can I find the email address to send site diaries, photos, documents and emails to Procore?
• Download Procore Drive: The link to download Procore Drive is now only be visible on the Configure Settings page, but users can also download Drive from here: Machine-Install Procore Drive.

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New Feature: Open and Edit Microsoft Word, Excel and Powerpoint Files in Office 365

If you have a Microsoft Office 365 Business account, you can now open and edit Microsoft Word, Excel and Powerpoint files in Office 365 so that you can save any changes to Procore without needing to upload new versions.

See the following resources for this new feature:

• Open and Edit a File in Microsoft Office 365 Using the Documents Tool
• How does the Office 365 integration in Procore's Documents Tool work?
• How do I sign in to Microsoft Office 365 in the Documents tool?

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