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Document Management - Getting Started

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Getting Started Guide

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This guide helps you set up Procore's Document Management tool for the first time. It includes:

  • An introduction to the Document Management tool and processes.
  • Overviews of each topic along with best practices, examples, and action items.
  • Videos and step-by-step instructions within the guide.

We recommend starting with Procore's defaults on a test project while you get familiar with the tool.