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How do I resolve document errors in the Document Management tool?

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regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Background

When the Document Management tool detects certain types of errors, such as an incomplete workflow configuration, it signals to Project Admin the presence of an issue. A general error banner appears at the top of the main list view page in the tool, and when you hover over a error icon next to the document name, a message appears with more details about the error.

When these notifications appear,  a new 'Action Required' saved view also appears for the Project Admin in the saved views panel. It provides  a list of the documents with errors needing attention. This temporary saved view disappears as soon as all errors are resolved.  

Answer

Use the following two strategies and the chart below to troubleshoot issues that the Document Management tool identified:

  • Error icons next to file names: Hover over each error icon-error.png  icon to discover the issue and suggested next steps. 
  • 'Action Required' saved view: This saved view provides a list of problematic documents for project admin to work through. Once all issues are remedied, this saved view disappears. 

This chart lists the types of errors the Document Management tool can currently identify.  You can also explore the Document Management and Workflow tool tutorials for more information. 

Error Description  Solution Options
Workflow blocked User removed from project directory or company directory but still exists on a workflow step or as workflow manager. Remove the user from the workflow step(s).

OR

Re-add the user back to the project.