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Procore

Upload Files to Company Level Folders

Objective

To upload files to a folder in the company level Documents tool.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' permissions on the company's Documents tool.
  • Additional Information:

Steps

There are a few different ways to upload files into a project in Procore. Choose to follow steps from one of the following:

Upload a File Using the Documents Tool

  1. Navigate to the Documents tool.
  2. Click on the folder to which you want to upload a file.
  3. Click the  + New drop-down menu, then click File Upload.

    new-folder-file-upload.png
     
  4. In the Upload Files window, drag and drop files from your computer to the gray box, or click the Attach File(s) link to select a file from your computer. 
     
    doc-upload.gif  

     
  5. If a file being uploaded matches an existing file in the Documents tool, click one of the following options:
    • Rename: "(1)" will be added at the end of the filename. To rename the file later, see Rename a File.
    • New Version: A "New Version" banner will be displayed during the upload, and the file will be added as a new version of the original file.
  6. Click Upload.
    Note: A progress indicator is shown for each file upload, and the system returns to the Documents tool page after the upload is complete.

Upload a File Using Procore Drive

Procore Drive is another efficient way to upload files in bulk. See Upload a File to a Folder in Procore Drive.
Note: If Procore Drive is not configured on your Windows computer, please see the Procore Drive Setup Guide.  

See Also

 

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