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Support Home > Products > Procore > Procore User Guide > Project Level > Documents > Tutorials > Configure Advanced Settings: Project Documents

Configure Advanced Settings: Project Documents

Objective

To configure the advanced settings for your project's Documents tool.

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Documents tool.
  • Additional Information:
    • If you have enabled the Document Transfer feature on your project (see Transfer Documents Between Projects), the Document Transfer Email Subscribers drop-down list is available.

Steps

  1. Navigate to your project's Documents tool.
    This reveals the Documents page. 
  2. Click Configure Settings  . 
    This opens the Document Settings page.
  3. Do the following:

    document settings.png
    1. 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. 

    2. Document Transfer Email Subscribers. If you have enabled the Document Transfer feature on your project (see Transfer Documents Between Projects), select which users, if any, will receive email notifications when an inbound transfer is received.

    3. Copy Folder Structure From Another 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. 

         

  4. Click Update.
    This saves your updated settings. 

Document Integrations

Currently, Procore only integrates with Box.

Permissions

  1. Navigate to your project's Documents tool.
    This reveals the Documents page. 
  2. Click Configure Settings .
    This opens the Document Settings page.
  3. Click Document Settings.
  4. Set your desired privacy option for the project's Documents tool:
    • 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. 

    • Update. Click this button to update your setting(s).

  5. Click Permissions Table.
    This reveals the User Permissions for Documents page.

    user permissions documents.png
     
  6. Set the user's access permission level for tool by clicking the icon in the desired column so a GREEN checkmark appears:

    The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon Color Definition
    GREEN The user has been granted this access permission level to the tool.
    RED The user has NOT been granted this access permission to the tool.
    GREY The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permission template?). To change the user's access permission level, follow the steps in Manage Permission Templates
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