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Documents: Visual Redesign of the Documents Tool

This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: December 18, 2019  /  Feature Released: February 26, 2020

This documentation details prerelease software. Its accuracy and reliability is not guaranteed by Procore Technologies, Inc. and it is subject to change without notice. It is being provided online for preliminary evaluation prior to an upcoming release. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.


 

New Design and Layout for the Documents Tool

The Documents tool at the Project and Company level has been redesigned with a new layout. While no functionality has been removed, the new design offers several improvements and benefits, such as:

  • A more efficient upload experience that reduces steps and allows you to drag and drop files directly to a selected file or folder (eliminating the needing to click New > File or Folder Upload).
  • The ability to open and edit Microsoft® files in Office 365®. 
  • Improved visibility for 'Items You are Tracking', 'New Documents This Week', and 'Recycle Bin'.
  • An updated information side panel that provides easy access to important information such as general file or folder information, permissions, tracking, and file tags.
  • New modals for managing permissions and tracking for a file or folder.
  • The introduction of checkboxes to allow you to select multiple files or folders and easily perform actions in bulk.
  • A cleaner layout that is easier to view and navigate.

docs-new-redesign.png

See details about the following:

New Action Buttons

   Check In 

   Check Out

   Copy

icon-delete-trash4.png    Delete

icon-download-arrow2.png    Download

icon-email.png    Email

    Export

icon-move-to.png    Move to

icon-new-version.png    New Version

icon-private-lock.png    Private (shown in main table)

icon-private-folder.png    Private (shown in folder tree)

icon-ellipsis-options-menu2.png   Vertical ellipsis (More menu)

The new action buttons for files or folders are accessible from multiple locations (shown in the images below):

  • In the top banner when the file or folder is selected
  • Across from the file or folder when hovering over its row
  • In a list after right-clicking on the file or folder (see right image below)

Note: Additional actions are revealed after clicking the vertical ellipsis    icon. If you have navigated through multiple levels of folders, an ellipsis icon-ellipsis-options-menu3.png  icon can be clicked to view which folders you are currently under. 

action-buttons.png
documents-actions.png

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Information Side Panel 

In addition to displaying important information about the selected file or folder, the Information side panel is where you can manage file information and settings, such as the Title and Description fields, as well as the Permissions, Tracking, and File Tags sections. This is also where you can access the Download Log, Change History, Emails, and Related Items.

When selecting one of these sections, a modal opens to allow for a cleaner and more intuitive experience when making changes or viewing information (see image on right below for managing permissions after marking a file or folder as Private).

Note: To open the Information panel, click the info i-icon-docs.png icon when a file or folder is selected.

info-panel-general-info.png permissions-tracking-tags.png modal-manage-permissions.png

 

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Viewing Files and Folder

When a file or folder is selected from the selection tree on the left, a set of icons are revealed so that you can perform different actions (as shown in the banner below). If the Information side panel is open, you can view important information about the file or folder. 

Note: You can still open a file in the Documents tool viewer by clicking the filename link.

redesign-view-document.png

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Uploading Files or Folders

You can still upload files or folders using the +New button, but you can now also upload items in one step by dragging selected items from your computer and dropping them onto the center panel.

new-drag-and-drop.png

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Uploading a New Version of a File

You can now upload a new version of a file by selecting (or right-clicking) the file and clicking the New Version  icon-new-version.png  icon.

upload-new-version.png

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Checking a File In or Out

You can see the option to check a file out or in by clicking the vertical ellipsis    icon (or by right-clicking to open the same menu), and clicking the relevant action.

check-out-file.png

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Exporting a Folder's Contents

The option to export a folder's contents to PDF or CSV is available after clicking the vertical ellipsis    icon when a folder is selected, as shown below.

export-documents.png

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Performing Bulk Actions

You can select multiple files or folders to perform bulk actions for-- such as downloading, moving, and deleting-- by marking the checkboxes next to them. For example, you can select multiple files and then click Download
download-files.png

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Easy Access to Important Documents

The New Documents This Week, Items You Are Tracking, and Recycle Bin sections are now always viewable from the Documents page so that you can easily access them when necessary.

item-tracking.png

Note: Areas such as Permissions, Tracking, and File Tags are now available in the Information side panel as outlined above. 

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Import Options and Procore Drive Download Link

The following resources have been moved to the Configure Settings page of the Project level Documents tool. 
Note: You must have 'Admin' permissions to the Documents tool in order to access this page.


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New Feature: Open and Edit Microsoft Word, Excel, and Powerpoint Files in Office 365

If you have a Microsoft Office 365 Business account, you can now open and edit Microsoft Word, Excel, and Powerpoint files in Office 365 so that you can save any changes to Procore without needing to upload new versions.

open-in-word.png

See the following resources for this new feature:

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See Also

 

If you would like to ask questions or share any feedback, please contact support@procore.com.