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.
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See Company Level: Documents for additional documentation.
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How-to Training Videos
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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|
|Configure the Procore + Box Sync Integration||1|
|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|
|Sync the Documents Tool with the Procore + Box Sync Integration||1||1|
|Track a Folder or File|
|Transfer Documents Between Projects|
|Unlink a Procore + Box Sync Integration||1|
|Upload a New Version of a File|
|Upload Bid Documents|
|Upload Files into a Folder|
|View a Document|
1 Requires an active Box.com account. For details, see Configure the Procore + Box Sync Integration.
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.
Updated the attachment viewer in Procore to add support for MP4 videos, which can now play in the attachment viewer on the Documents tool (and all other tools that have the attachment viewer).
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