How to upload documents to the Document Management tool.
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.
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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?