Configure Your View in the Document Management Tool
Also available on
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.
Things to Consider
- Required User Permissions:
Steps
- Navigate to the project's Document Management tool.
- The following options are available:
Choose Columns
- From the 'Documents' or 'Uploads' tab, click the table settings icon to open the side panel.
- Select which columns you want shown in the table.
- Click a toggle ON to show the column.
- Click a toggle OFF to hide the column.
- Click Show All if you want all columns showing in the table.
- Click the x or the table settings icon to close the side panel.
- Optionally, you can reset the columns back to their default configuration:
Note: This removes all column settings, including reordered, resized, or pinned columns.
- Click on the column settings menu in any column header.
- Click Reset Columns
Reorder, Resize, and Pin Columns
Reorder Columns
- In the table, click empty space in the header of a column you want to move.
- Drag and drop the column where you want it.
- Repeat the steps to rearrange other columns as necessary.
Resize Columns
- In the table, hover over the right edge of a column that you want to resize. A width arrow appears.
- Click and drag the column to adjust the width.
- Repeat the steps to resize other columns as necessary.
Pin or Autosize Columns
- In a column header, click on the column settings menu.
- The following actions are available:
- Pin Column:
- Pin Left: Pin the column to the left side of the table.
- Pin Right: Pin the column to the right side of the table.
- No Pin: Remove the pin from the column.
- Autosize This Column: Automatically adjust the size of the selected column.
- Autosize All Columns: Automatically adjust the size of all columns.
- Sort By This Column: Automatically sort documents by this column in an ascending or descending order.
Note: This feature is only available for some columns.
- Reset Columns: Reset the columns to their default configuration.
Note: This removes all column settings, including any hidden or unhidden columns configured via the table settings panel and any reordered, resized, or pinned columns.