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Procore

Download Documents from the Document Management Tool

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regional availability
The Document Management tool is available to accounts in the following countries: United Kingdom, Ireland, Australia, and New Zealand. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.

Things to Consider

  • Required User Permissions:

  • Additional Information:

    • When you download a document, it will have the same filename as the ‘Name’ field in the Document Management tool, regardless of the document’s original filename.
      Note: If a filename contains spaces, they will be replaced with hyphens.

    • Bulk Download with Markups: You can download documents with markups in bulk directly from the table by selecting Download > Document with Markups.

      • You can choose to download Public Markups, Private Markups (only those created by your account), or Workflow Markups.

      • Markups are exported separately per layer type. To download multiple markup layers, perform a separate download for each type.

Steps

  1. Navigate to the project's Document Management tool.

  2. You can download and manage documents using the following options:

    • Download an Individual Document from the Table

    • Bulk Actions from the Table (Download, Packages, History)

    • Download a Document from the Viewer

Download an Individual Document from the Table

  1. Locate the document you want to download.

  2. Click the Download Icon Download Cloud icon in that document's row.

  3. If the document contains markups, select your download preference:

    • Download with Markup: Includes applied markup layers on the file.

    • Download without Markup: Downloads the raw document file without markups.

  4. The file automatically downloads to your device.

Bulk Actions from the Table (Download, Packages, History)

  1. Select the checkboxes next to the documents you want to manage (up to 300 files).

  2. In the top action bar above the table, select your desired action:

    • Download Documents without Markups: Click Download > Document Only. The files will download in a compressed .zip folder.

    • Download Documents with Markups: Click Download > Document with Markups, then select the specific markup layer:

      • Public Markups

      • Private Markups

      • Workflow Markups

    • Export Workflow History: Click Download > Workflow History, then select PDF or CSV.

    • Add Items to a Package: Click Add to Package, select the target package, and confirm. (Available on the Documents and Uploads tabs).

    • Remove Items from a Package: Click Remove from Package. (Available on the Package Items section of a package detail page and the Uploads tab).

  3. Your browser will process the request and download the selected files, ZIP folder, or workflow export to your device, or update package assignments accordingly.

Download a Document from the Viewer

  1. Click the name of the document to open it in the viewer.

  2. In the side panel, click the Download Icon Download Cloud icon.

  3. If the document contains markups, select your download preference:

    • Download with Markup: Includes applied markup layers on the file.

    • Download without Markup: Downloads the raw document file without markups.

  4. The file automatically downloads to your device.

See Also