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Procore

Export Information from 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

To export information from the project's Document Management tool.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • You can export from any tab in the Document Management tool, and the export will respect applied filters and table settings. 
    • Exports are limited to 10,000 documents at one time. 

Steps

  1. Navigate to the project's Document Management tool.
  2. Click the tab that you want to export information from.
  3. By default, the export will include all information that exists on the tab. If you want to narrow down what's included in the export, the following actions are available:
  4. Click the Export menu and select CSV
    A CSV file will download to your computer.