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Procore

Project Documents - Glossary

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Choose File

Choose File. Click this button to browse your computer's files for the new version of the file to upload. After selecting the file in your computer's file navigator, click Open.

Comment

Comment. Enter a description of the change in this box (Note: To capture any historical information, it is a best practice to always enter a comment about the new version). 

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Documents and Folders Private by Default

Documents and Folders Private by Default. If you want the system to automatically mark new files and folders as Private, place a checkmark in this box. If you want new files and folders to be visible to users with 'Read Only' level permission or higher to the Documents tool, remove the checkmark from this box. 

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From Project

From Project. Choose one of your company's projects that you would like to copy the file structure from. Copying file structures is an easy way to apply another project's folder and sub folder names to this project. None of the files from the other project will be copied over, just the file structure. 

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Upload

Upload. Click this button to upload the file to the Documents tool. 
Notes:

  • If you upload a file with a unique name (e.g., you checked out a file named "Installation Manual" and then uploaded a new version named "Installation Manual (1)", the system will update the file to match the most recently uploaded file name (e.g., Installation Manual (1)). 
  • If you want to see a summary of the file's related activity (i.e., downloads, reset checkouts, etc.), expand the Version Log.

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