This page lists notable changes for the Project level Documents tool in 2016.
Updated the Documents Folder Tracking Email To Add Clarity (12/14/2016)
Updated and re-styled the Documents Folder Tracking Email to add clarity to the tracked events that occurred for each file.
Duplicate File And Folder Names No Longer Permitted (10/25/2016)
Updated the Documents tool so it no longer allows duplicate file or folder names. If an existing project has duplicate file names, the system will append numbers to the end of the file name (e.g., (1), (2), (3), and so on). Also added an error message that will appear to alert users of this restriction when attempting to create a folder with a name that already exists. In addition, a popup message will now appear and give you the option of appending a number to a file name when you attempt to move or rename a file or folder with a duplicate name.
Added Contextual Search to the Project Level Documents Tool (10/18/2016)
Effective 10/28/2016, all new Procore projects will have a contextual search feature enabled by default. This gives project users the ability to enter keyword search queries in the Documents tool. The search query then looks through all of the project's file names, file path, and content to search for matches.
- If you would like this feature turned ON for an existing project, submit a request to your Procore point of contact. Note that once the feature is enabled on a project, it can take up to 24 hours for the system to index all of the project's supported document types (e.g., vector .pdf, .doc, .docx, .csv, .xls, .xlsx).
- This feature is supported at the Project level only.
- Also added a 'View' button on the Search Results page to give users the ability to view documents immediately.
Updated the PDF Viewer In The Documents Tool (10/24/2016)
Updated the Documents tool's PDF Viewer to fix minor loading issues.
Updated 'No Search Results' Page In Documents Tool (9/23/2016)
Updated the text and image in the 'No Search Results' Page of the Documents tool.
Added 'Loading' Indicator To PDF Viewer In Documents Tool (8/15/2016)
Updated the Project level Documents tool to add a text indicator labeled 'Loading' to the PDF Viewer to improve the user experience while the system is loading a PDF.
Added Min/Max Zoom To PDF Viewer In Documents Tool (8/31/2016)
Updated the Documents tool to add a maximum and minimum zoom to the PDF Viewer.
Applied New Filter Paradigm To Documents Tool (8/17/2016)
Updated the Documents tool to add the new filter paradigm. When a user navigates to the Documents tool, the 'Filter Documents By' menu appears in the right sidebar. Now, after a user conducts a search, the search entry and filters appear at the top of the results page.
Fixed Shortcut Menu In Documents Tree (8/10/2016)
Updated the Documents tool to fix an issue that occurred with the shortcut menu that appears when users right-clicks a folder or document in the Documents tree. The shortcut menu was not disappearing as expected. Prior to this fix, the menu didn't closed when a user clicked another area on the page. This has been fixed.
Updated Tracked Folders Email For Documents Tool (7/21/2016)
Updated the Documents tool to include deleting a file/folder in the Tracked Folders email.
Icelandic File Names Now Supported In Documents Tool (7/12/2016)
Updated the Documents tool so it now supports Icelandic characters in file names. Prior to this fix, some Icelandic characters were not recognized as expected.