Documents

Documents (Project Level)

Procore's Project level Documents tool is designed to manage and archive all of your mission-critical project content, such as drawings, specifications, bid packages, emails, safety checklists, warranty information, and more. It provides you with a virtually unlimited amount of storage space and also lets you determine who has access to see what.

VIEW THE FEATURES

Create folders and sub-folders to centralize your project's document storage.
Set and manage permissions on folders and documents.
Track folders to monitor changes.
Import options using email, fax, or from Procore Drive.
Download individual files or the contents of an entire folder.

Tutorials
FAQ
Workflow
Videos
Permissions
Release Notes

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See Company Level: Documents for additional documentation.

Add a Related Item to a File
Add/Edit a File Description
Change Permission Settings on a Folder/File
Check In/Out a File
Configure Advanced Settings: Documents
Create a Folder
Create a Standard Folder Structure
Delete Files/Folders
Download a Previous Version of a File
Download Files and Folders
Duplicate File and Folder Name Removal - October 2016
Email Files and Folders from the Documents Tool
Export Documents as a PDF or CSV
Manage Permissions for Files and Folders
Manage Who Tracks Files and Folders in the Documents Tool
Move Files and Folders
Preview a File
Rename a File
Rename a Folder
Retrieve a File or Folder from the Recycle Bin
Search For and Filter Files
Sign a Document with DocuSign
Sort Document Folder Contents
Track a Folder or File
Upload a New Version of a File
Upload a Video
Upload Files into a Folder
View a Document

Procore Drive

Check Out/In a File in Procore Drive
Delete a Folder/File in Procore Drive
Download Folders from Procore Drive
Download Files from Procore Drive
Lock/Unlock a Folder/File in Procore Drive
Open and Save Files in Procore Drive
Rename a File in Procore Drive
Rename a Folder in Procore Drive
Track/Untrack a File in Procore Drive
Upload Files into a Folder in Procore Drive
View Files in Procore Drive

Box Integrations

Are there additional costs to use Procore Sync?
Can I change my Procore + Box account credentials?
Can I copy one project's Documents folders to a new project?
Can I make files and folders in the Documents tool private by default?
Can I provide users with 'Read-Only' level permission with limited access to update information in Procore?
Does the "Bid Documents" folder need to be public in order for it to be used in a bid package?
How can I view a custom Training Center?
How do I change my web browser's default email client for mailto links?
How do I know if someone has downloaded a file?
How do I navigate Procore's tools?
What are "related items" in Procore?
What happened to the 'Configure Settings' link in Procore's sidebar?
When do the download links in emails sent from Procore expire?
Where can I find the email address to send photos, documents, and emails to Procore?
Which Procore tools support Granular Permissions?
Which Procore tools support the Box integration?
Which Procore tools support the Procore + Box integration?
Who owns the data in my Procore account?
Why am I unable to download and open a .ZIP file from Procore?
Why are some of my sub folders in my [Bid Documents] folder not showing up when my bidders download them?
Why is the browse button missing in the Documents tool?

Interactive Workflow Diagram

Click a box below to view the related tutorial.

How-to Training Videos
On this page you'll find quick, how-to training videos.

Looking for more in-depth training?
Check out our Deep Dive Training Videos, which are self-paced training sessions lead by a member of Procore's Strategic Advisory team. Each session provides more advanced training on related tools and topics.

Core Tools

Document Management

Check out all of our videos on the official Procore YouTube Channel.

Documents

The following table highlights which user permissions are required to perform the described user action.

- Denotes an action supported in Procore's iOS and/or Android mobile application.

Task	Read-only	Standard	Admin
Add a Related Item to a File
Add/Edit a File Description
Change Permission Settings on a Folder or File
Check In or Out a File
Configure Advanced Settings: Documents
Configure the Procore + Box Sync Integration			¹
Create a Folder
Delete Files/Folders	⁷	²
Download a Previous Version of a File
Download Files and Folders
Email Files and Folders
Export Documents to a PDF or CSV
Integrate your Box Account
Manage Permissions for Files and Folders	⁷	⁴
Manage Who Tracks Files and Folders
Move and Copy Files and Folders	⁷	³
Preview a File
Rename a File	⁷	⁵
Rename a Folder	⁷	⁵
Retrieve a File or Folder from the Recycle Bin	⁷	⁶
Search for and Filter Documents
Sort Document Folder Contents
Sync the Documents Tool with the Procore + Box Sync Integration		¹	¹
Track a Folder or File
Transfer Documents Between Projects
Unlink a Procore + Box Sync Integration			¹
Upload a New Version of a File
Upload Bid Documents
Upload Files into a Folder
View a Document

¹ Requires an active Box.com account. For details, see Configure the Procore + Box Sync Integration.

² Users with 'Standard' level permissions on the project's Documents tool must also be also granted the 'Delete Files and Folders' granular permission for the project's Documents tool. See Grant Granular Permissions in a Permission Template.

³ Users with 'Standard' level permissions on the project's Documents tool must also be also granted the 'Move and Copy Files and Folders' granular permission for the project's Documents tool. See Grant Granular Permissions in a Permission Template.

⁴ Users with 'Standard' level permissions on the project's Documents tool must also be also granted the 'Set Permissions' granular permission for the project's Documents tool. See Grant Granular Permissions in a Permission Template.

⁵ Users with 'Standard' level permissions on the project's Documents tool must also be also granted the 'Rename Folders and Files' granular permission for the project's Documents tool. See Grant Granular Permissions in a Permission Template.

⁶ Users with 'Standard' level permissions on the project's Documents tool can view the contents of the Recycle Bin only if they are granted the 'See Recycle Bin' granular permission for the project's Documents tool. See Grant Granular Permissions in a Permission Template.

⁷ Users with 'Read-only' level permissions to the project's Documents can perform this action if they are also granted the appropriate granular permission for the Documents tool. See Can I provide users with 'Read-Only' level permission with limited access to update information in Procore?

Job Role

The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.

Job Role	None	Read-only	Standard	Admin
Architect
Company Administrator
Engineer
Owner / Construction Manager
Project Manager
Subcontractor
Superintendent

Below are notable changes to the Project level Documents tool.

Recent Changes

Added MP4 Support to the Attachment Viewer (3/22/2017)

Updated the attachment viewer in Procore to add support for MP4 videos, which can now play in the attachment viewer on the Documents tool (and all other tools that have the attachment viewer).

All Changes

2016
2015

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Documents

Table of contents

Add a how-to article to your user guide

Add a reference article to your User Guide

Procore Drive

Box Integrations

Interactive Workflow Diagram

Document Management

Documents

Job Role

Recent Changes

Added MP4 Support to the Attachment Viewer (3/22/2017)

All Changes

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User Guide

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About

Support Center Disclaimer

Documents

Table of contents

Add a how-to article to your user guide

Add a reference article to your User Guide

Procore Drive

Box Integrations

Interactive Workflow Diagram

Document Management

Documents

Job Role

Recent Changes

Added MP4 Support to the Attachment Viewer (3/22/2017)

All Changes

Sorry, no content available at this time

User Guide

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