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Best Practices for Field Team Members Using the Document Management Tool

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regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Introduction

Procore's Document Management tool provides a single place to access, view, and collaborate on a project's documents that you have access to. The tool is available on Procore's web and mobile applications. 

This article covers the following topics:

Use Saved Views and Filters to Find Documents

The Document Management tool has a list of saved views, such as Approved Drawings, that help users quickly access documents. Unlike traditional folders, saved views dynamically update when a relevant revision is available for a user with permissions to view it. Admins and users can create additional saved views for the project or themselves. See About Saved Views in the Document Management Tool to learn more and create your own saved view. 

Saved views on web

2024-07-02_Intro to Saved Views and Collections.png

Any user can create a saved view on the web version of the tool. Project admins can create collections and saved views that are available to everyone on the project. 

See Create a Saved View in the Document Management Tool to learn more about creating saved views that are then accessible on a mobile device in the field. 
Saved views on mobile

2024-07-30_mobile saved views screen.png

Tap a saved view to see all documents fitting that collection and saved view's filters.

To learn more about using saved views and filters for easy retrieval of the correct document revision, see Search for and Filter Documents in the Document Management Tool (iOS) or Search for and Filter Documents in the Document Management Tool (Android).

Quickly Access Drawings and Specs from the Procore Mobile App

You can quickly access drawings and specification documents within the Document Management tool by tapping the 'Drawings' or 'Specifications' tool in the Procore app.
Note: The app will not redirect to the Document Management tool if the Drawings or Specifications tools are active on the project. 

  1. Open the Procore app on your iOS or Android mobile device. 
  2. Log in if necessary and select your project. 
  3. Tap Drawings or Specifications. 
    The Document Management tool automatically opens and shows documents in the 'Drawings' or 'Specifications' saved views. You can adjust the filters further if needed. See Search for and Filter Documents (iOS) or Search for and Filter Documents (Android).
  4. Tap a document's name to open it in the viewer. See View Documents (iOS) or View Documents (Android).ios-tool-list-pdm.png

Customize Your View

You can adjust the search results on web and mobile. 

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