What is the difference between the 'Documents' and 'Document Management' tools in Procore?
Background
While Procore accounts already have access to a 'Documents' tool that can be used for storing, viewing, and sharing documents at the Company and Project level, Procore will be offering a separate 'Document Management' tool that includes a more robust solution for managing and collaborating on documents. See About the Document Management Tool.
Answer
See the table below for a comparison of the Documents and Document Management tool in Procore.
|
Action |
Documents Tool |
Document Management Tool |
|---|---|---|
|
Available on Web and Mobile |
|
|
|
Unlimited Storage |
|
|
|
Upload Documents |
|
|
|
Store Documents |
|
|
|
View Documents |
|
|
|
Download Documents |
|
|
|
Email Documents |
|
|
|
Search and Filter Documents |
|
|
|
Create Folders |
|
|
|
Create Saved Views |
|
|
|
Configurable Folder Permissions |
|
|
|
Configurable Attribute Permissions |
|
|
|
Create and Manage Permission Groups to Automate Permissions to Documents |
|
|
|
ISO 19650 Compliance |
|
|
|
Set Naming Standards |
|
|
|
Set Upload Requirements |
|
|
|
Standardize Document Attributes |
|
|
|
Add and Manage File Attributes |
|
|
|
Review and Submit Uploads |
|
|
|
Approval Workflows for Documents |
|
|
|
Document Markup |
|
|
|
Native SharePoint Integration |
|
|
