1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Project Level > Documents > Tutorials > Configure Advanced Settings: Documents

Configure Advanced Settings: 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.

Steps

  1. Navigate to your project's Documents tool.
  2. From the Documents log page, click the Configure Settings  icon 
  3. See below for details on configuring your project's Documents tool.

Documents Settings


document settings.png
 

  • Documents and Folders Private by Default: Check this box to have Procore automatically make all future documents you upload and folders you create private by default.
  • Document Transfer Email Subscribers: If you have Document Transfers enabled on your project, select which users, if any, will receive email notifications when an inbound transfer is received.
  • Copy Folder Structure From Another Project
    • From the 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. 

Document Integrations

Currently, Procore only integrates with Box.

Permissions

  1. Click the Permissions Table page in the right pane.
  2. Set each user's permission for the Documents tool according to your preferences.  
    • check.png Access
    • x.png No Access
  3. For a list of what users can do at each permission level in Documents, see the Permissions Matrix.
  4. In the example screenshot below, the user has 'Standard' level permissions.

    user permissions documents.png
You must to post a comment.
Last modified
12:16, 23 Mar 2017

Tags

Classifications

This page has no classifications.