Documents (Project Level)
Procore's Project level Documents tool is designed to manage and archive all of your mission-critical project content, such as drawings, specifications, bid packages, emails, safety checklists, warranty information, and more. It provides you with a virtually unlimited amount of storage space and also lets you determine who has access to see what.
How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
Reference pages list essential facts about a feature or system. To add a new reference article, follow these steps:
See Company Level: Documents for additional documentation.
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The following table highlights which user permissions are required to perform the described user action.
- Denotes an action supported in Procore's iOS and/or Android mobile application.
|Add a Related Item to a File|
|Add/Edit a File Description|
|Change Permission Settings on a Folder or File|
|Check In or Out a File|
|Configure Advanced Settings: Documents|
|Create a Folder|
|Download a Previous Version of a File|
|Download Files and Folders|
|Email Files and Folders|
|Export Documents to a PDF or CSV|
|Integrate your Box Account|
|Manage Permissions for Files and Folders|
|Manage Who Tracks Files and Folders|
|Preview a File|
|Retrieve a File or Folder from the Recycle Bin|
|Search for and Filter Documents|
|Sort Document Folder Contents|
|Track a Folder or File|
|Upload a New Version of a File|
|Upload Bid Documents|
|Upload Files into a Folder|
|View a Document|
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|
Below are notable changes to the Project level Documents tool.
No recent changes for 2017.
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