Add a how-to article to your user guide
How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
- Select a topic you want to add the how-to under
- Click on new page at the top of the page
- Select how-to
Add a reference article to your User Guide
Reference pages list essential facts about a feature or system. To add a new reference article, follow these steps:
- Select a topic you want to add the reference under
- Click on new page at the top of the page
- Select reference page
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. |
Document Management
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.
1 Requires an active Box.com account. For details, see Configure the Procore + Box Sync Integration.
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.
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
