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Edit Information for Documents in 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

Steps

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

  2. Click the Documents tab.
    Note: If you want to fill out information for documents that you just uploaded, see Complete Information for Documents in the Document Management Tool instead.

  3. Mark the checkboxes next to the documents that you want to edit.
    Tip!

    • If you want to select all documents, mark the checkbox at the top of the table.

    • If you want to select a range of rows at once, hold down the SHIFT key on your keyboard and mark the necessary checkboxes.

  4. Click the edit Icon Edit2 icon.Bulk Edit

  5. If you want the edits to apply to all revisions of the documents, mark the checkbox next to 'Apply edits to all revisions'.

  6. Click a field to edit information for selected documents. See What are the different fields in the Document Management tool?

  7. If you modify the Name field or a field associated with a Naming Standard (such as 'Originator' or 'Type'), the Move Revision modal may appear. Review the 'Current' and 'Target' document details to ensure the revision is moving to the correct document record, then click Move Revision to confirm. The revision will automatically inherit metadata from the target document.

  8. When you're ready to apply the changes, click Save.

See Also