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Procore

Configure Advanced Settings: Project Documents

Objective

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

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Documents tool.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

Document Settings

  1. Navigate to the project's Documents tool.
  2. Click the Configure Settings  icon.  
  3. Review the following settings:
    • Documents and Folders Private by Default
      • Mark the checkbox if you want new files and folders to be marked as Private automatically.
        OR
      • Clear the checkbox if you want new files and folders to be visible to all users with 'Read Only' or higher permissions to the Documents tool. 
        Note: You can manually set individual files and folders to Private at any time. See Manage Permissions for Files and Folders.
    • Document Transfer Email Subscribers: If Document Transfer has been enabled for your project (see Transfer Documents Between Projects), select which users should receive email notifications when an inbound transfer is received.
    • Copy Folder Structure From Another Project: If you would like to copy the folder structure from another project, select a project from the drop-down menu next to 'From Project'. Note: Only folders are copied over to the project. Individual files are NOT included and will need to be uploaded separately. See Upload Files or Folders to the Project Level Documents Tool.
    • Import Options: You can email files into the Documents tool by sending them to the tool's inbound email address. The email address is listed in the 'To Email Files To This Project' section. 
      documents-inbound-email.png
      Note: Any files attached to an email sent to this address will be added to the 'Emailed Documents' folder. 
    • Procore Drive: If you would like to download Procore Drive to your Windows computer, click the download link. See Machine-Install Procore Drive.
  4. Click Update.
    Note: This saves any settings that were changed. 

Permissions Table

  1. Navigate to the project's Documents tool.
  2. Click the Configure Settings  icon.
  3. Click Permissions Table.
  4. To change a user's permission level for the Documents tool, click the icon in the respective column so that a GREEN checkmark appears. For example, in the image below, the user currently has 'Standard' permissions to the Documents tool. 

    user permissions documents.png

    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-check.png GREEN The user has been granted this access permission level to the tool.
    red-x.png RED The user has NOT been granted this access permission to the tool.
    grey-x.png 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.