Company Documents

The Documents tool is where important files of any type can be stored and accessed by specified users.

 
 
 
 
 
 
 
 
 
 
  • Set up a centralized folder structure by creating folders and sub-folders
  • Set and manage permissions on folders and documents
  • Create publicly-viewable folders so invited bidders can view relevant documents without having to log in to Procore
  • Upload or download files and view progress
  • Check out and lock a document
  • Manage revisions and distribute updates to specified users
  • Build accountability by tracking when and who downloaded each file

Popular Tutorials (view all)

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 Note
The videos below are focused on the Project level Documents tool, but many of the actions are the same. See Documents.
 Tip

To browse and search all Procore training videos, visit our video library.

Web

Upload Documents
 
Upload Bid Documents
 
View Documents
 
View Documents - Subcontractor as Collaborator
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organize Files and Folders
 
Manage File Versions
 
Procore Drive
 
Publish Models from the Documents Tool
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Permissions

 

Configure Document Settings

 

Subcontractor - View Documents

 

Field Worker - Upload and View Documents (Mobile)

 

Manage Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Manage Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Procore Drive

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Procore Drive

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organize Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organize Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organize Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organize Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organize Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organize Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organize Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Manage Permissions
 
Upload Documents
 
View Documents
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organize Files and Folders
 
Manage File Versions
 
Procore Drive
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Upload and View Documents (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Upload Documents
 
Upload Bid Documents
 
View Documents
 
View Documents - Subcontractor as Collaborator
 
Manage Document Information and Settings
 
File and Folder Structure
 
Organize Files and Folders
 
Manage File Versions
 
Procore Drive
 
Publish Models from the Documents Tool
 

Mobile

Upload and View Documents (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Permissions

 

Configure Document Settings

 

Subcontractor - View Documents

 

Field Worker - Upload and View Documents (Mobile)

 

Manage Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Manage Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Procore Drive

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Procore Drive

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Company Level Documents

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add or Edit a File Description in the Company Level Documents Tool

 Web

       icon-mindtouch-table-check.png  

Change Privacy Settings on a Folder or File in the Company Level Documents Tool 

 Web     iOS     Android

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Check In Files you Checked Out of the Company Level Documents Tool

 Web

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Check Out a File in the Company Level Documents Tool

 Web

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: Company Documents

 Web

       icon-mindtouch-table-check.png  

Create a New Folder in the Company Level Documents Tool

 Web     iOS    Android

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Delete Files and Folders in the Company Level Documents Tool

 Web     iOS     Android

       icon-mindtouch-table-check.png  

Download a Previous Version of a File in the Company Level Documents Tool

 Web

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Download Files from the Company Level Documents Tool

 Web     iOS     Android

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Download Folders from the Company Level Documents Tool

 Web

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Drag and Drop Files into Procore's Company Documents Tool

 iOS

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Email Files from the Company Level Documents Tool

 Web     iOS

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only view a file or folder that they have access to.

Email Folders from the Company Level Documents Tool

 Web

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only view a file or folder that they have access to.

Export Information from the Company Level Documents Tool

 Web

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Manage File and Folder Tracking in the Company Level Documents Tool

 Web

       icon-mindtouch-table-check.png  

Manage Permissions for Company Level Documents

 Web

       icon-mindtouch-table-check.png  

Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool

 Web

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Standard' level permissions can only view a file or folder that they have access to.

Print a File or Folder

 iOS

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Rename a File in the Company Level Documents Tool

 Web     iOS     Android

       icon-mindtouch-table-check.png  

Rename a Folder in the Company Level Documents Tool

 Web     iOS     Android

       icon-mindtouch-table-check.png  

Reset a Checked Out File

 Web

       icon-mindtouch-table-check.png  

Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin

 Web

       icon-mindtouch-table-check.png  

Search for and Filter Company Level Documents

 Web     iOS     Android

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • Search results will only display files and folders the user has access to.
  • The files can be viewed or edited offline provided that the file was previously viewed and cached on your mobile device.

Upload a New Version of a File in the Company Level Documents Tool

 Web     iOS     Android

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png This action can be taken offline. Tasks performed offline will be synced with Procore once a network connection has been reestablished.

Upload Files to the Company Level Documents Tool

 Web     iOS     Android

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Upload Folders to the Company Level Documents Tool

 Web

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Previous Version of a File in the Company Level Documents Tool

 Web     iOS     Android

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View 'Private' Documents in the Company Level Documents Tool

 Web     iOS     Android

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' or 'Standard' must also be added to the File Permissions or Folder Permissions for the document.

View Documents in the Company Level Documents Tool

 Web     iOS     Android

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with 'Read Only' or 'Standard' level permissions can only view a file or folder that they have access to.

 

Below are the notable changes to the Company level Documents tool.

Recent Changes

No recent notable changes.