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Procore

Edit the Naming Standard for the Document Management Tool

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.

Objective

How to edit the naming standard for documents in the Document Management tool.

Background

naming standard in the Document Management tool is used to help ensure documents are created, named, and accessed consistently across projects. From the naming standard, Procore creates a unique document container that becomes the 'Name' of each document. This helps ensure that revisions of the same document remain together, reducing the risk of file duplication and keeping everyone working off the latest information.

In addition, if the documents you upload are already named according to the naming standard, Procore can automatically populate metadata during document uploads to speed up the process. See What can Procore automatically populate when uploading files to the Document Management tool? 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the project's Document Management tool.
  • Additional Information:

Steps

  1. Navigate to the project's Document Management tool.
  2. Click the Configure Settings icons-settings-gear.png icon.  
  3. Click Documents to open the Document Settings page.
  4. Click the arrow icon-arrow-expand.pngicon next to Naming Standards to expand the section. 
  5. Click the edit  icon-edit2.png icon.
  6. Edit the fields in the naming standard as necessary:

    Note:  Make sure to include the Type field if your company will use automatic data entry from the project's naming standard
    pdm-naming-standard.png
    • To reorder fields, click and drag one or more fields to new positions.
    • To delete a field, click the x on a field.
    • To add a field:
      1. Click the plus icon.
      2. Mark the checkbox next to each field you want to add.
      3. Click Submit.
  7. When you are ready to save your changes, click Save.