Best Practices for Field Team Members Using the Document Management Tool
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 Document Management tool is available on Procore's web and mobile applications.
- See Document Management for more resources on the tool on Web.
- See Document Management (iOS) or Document Management (Android) for more resources on the tool on Mobile.
This article covers the following:
Find and View Documents
Documents that you have access to will automatically show on the All Documents tab. See View Documents in the Document Management Tool. You can use saved view and filters to find specific documents as needed.
About Saved Views and Filters
The Document Management tool has a list of saved views (such as 'Drawings' and 'Specifications') in the tool. Similar to folders, saved views help organize files and provide quick and easy access to specific documents.
Note: The 'Drawings' and 'Specifications' saved views are always included in a project's Document Management tool. Admins can create additional saved views for the project as needed.
The 'Saved Views' section is organized into 'Project Views' and 'My Views'.
- Project Views: Created by Admins and visible for everyone in the project.
- My Views: Created by you and only visible to you.
Tip
To learn how to create your own saved views, see Create a Saved View in the Document Management Tool.Quickly Access Drawings and Specs in One Tap from the Procore Mobile App
You can quickly access drawings and specifications 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.
- Open the Procore app on your iOS or Android mobile device.
- Log in if necessary and select your project.
- 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). - Tap a document's name to open it in the viewer. See View Documents (iOS) or View Documents (Android).
Customize Your View
You can adjust, rearrange, and pin columns in the documents list as needed.
- To adjust your view on Procore's web application, see Configure Your View in the Document Management Tool.
- To adjust your view on Procore's mobile application, see Configure Your View in the Document Management Tool (iOS) or Configure Your View in the Document Management Tool (Android).
Download Documents
- You can download documents and export information from the Document Management tool in Procore's web application by clicking the download icon for a document. See Download Documents and Export Information.
- If documents have been shared in a correspondence item, you can download them from the Attachments section. See View and Download Document Management Files in a Correspondence Item.