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Procore

Where do I put my bid documents in Procore?

Answer

Place your bid documents in an easily accessible folder in the project's Documents tool. 

Things to Consider

  • Required User Permission:
    • To create a sub folder, 'Standard' or 'Admin' on the project's Documents tool.
    • To attach a document to a bid sheet, 'Admin' level permission on the Bidding tool.

Steps

  1. Navigate to your project's Documents tool.
  2. Click +New.
  3. Click Create Folder.
  4. Name the folder (e.g. "Bid Documents"), and place appropriate sub folders and files within the bid folder
    Note: All documents for a specific must reside under one (1) root folder. To create a sub folder, see Create a Folder.
  5. Navigate to your project's Bidding tool.
  6. Select a Bid Package or create a new bid package. See Create a Bid Package . 
  7. Click the Files subtab.
  8. Click Edit.
  9. Select your individual bid documents or the bid folder you just created. 
  10. Click Update.

     
If you would like to learn more about Procore’s bidding software and how it can help your business, please visit our construction bidding software product page here.