Upload Documents to 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 upload documents to the Document Management tool.

Background

When you upload documents to the Document Management tool, Procore can recognize and populate document attributes with the use of machine learning, naming standards, and project settings. See What are the different fields in the Document Management tool? and What data can Procore automatically populate when uploading files to the Document Management tool? 

After documents have been uploaded and processed, you'll quickly fill out any remaining required fields on the 'Uploads' tab before the documents can be submitted to the project and visible from the 'Documents' tab. See Submit Documents in the Document Management Tool

Things to Consider

Video

 

Steps

 Note

If you are uploading revisions of documents, Procore will identify revisions based off the Name and Format fields of existing documents. The value in the Revision field will automatically be updated with the next available character. See What data can Procore automatically populate when uploading files to the Document Management tool?

  1. Navigate to the project's Document Management tool.
  2. Click Upload.
  3. Select the files that you want to upload.
    Tip! If you want to upload files in bulk, the following actions are available:
    • To select multiple files individually: Hold down the CONTROL key on your keyboard and click each file that you want to select.
    • To select a group of files at one time:
      1. Click the first file that you want to select.
      2. Hold down the SHIFT key on your keyboard and click the last file you want to select.
        This selects all files in between the first and last file.
  4. In your computer's file explorer window, click Open to confirm the upload.
    The status of the upload is shown in an Uploads window at the bottom of the screen.
    • This window can be accessed from any tab and will remain open until you close it. 
    • If you want to review a document in the viewer, you can hover over the green check icon-green-checkmark.png icon in the Uploads window and click Review
      2024-07-03_Upload document.png
  5. After documents have been uploaded, you can view them on the Uploads tab.
    Documents are shown as 'Processing' in the 'Ready to Submit' column while the system detects and populates information. You can start to review and fill out information as needed from the table or viewer. The system will not override any information that you enter manually.

Next Steps

  1. Complete Document Information in the Document Management Tool
  2. Submit Documents in the Document Management Tool

See Also