Start a Workflow in 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 start, restart, or apply a different workflow for one or more documents in a project's Document Management tool.
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' level permissions to the Document Management tool.
AND
- To start a workflow, you need one of the following permissions:
- To restart a workflow, apply a different workflow template, or send items through an additional workflow, you need the following permission:
- 'Admin' level permissions to the Document Management tool.