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Procore

Search for and Filter Project Level Documents

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Objective

To search for and apply filters to files stored in the Documents tool. 

Things to Consider

  • Required User Permission:
    • To search for files and folders that you have access permission to see, 'Read-only' or above permissions on the Documents tool.
  • Additional Information:
    • Keep the following in mind when working with the Company level or Project level Documents tool:

      • The tasks that you can perform are determined by the permission level that you've been granted for each tool. See What are the default permission levels in Procore? You may not always be assigned the same permission level on both your company's and a project's Documents tool. 
      • Access permissions are typically set by your company's Procore Administrator (or another contact at your organization who has been delegated the authority to administer a specific project and/or project tool).
  • Limitations:
    • Search results are tool-specific. When using the company's Documents tool, its searches only the company's documents. When using the project's Documents tool, it searches only that project's documents. 

Steps

Search for a File

  1. Navigate to the Documents tool.
  2. Enter your search terms in the search bar. Click the search icon or press RETURN or ENTER on your keyboard to confirm the search.

    documents-searchbar.png

    The system searches the following fields for keyword matches: Filename, Path, and Description. A list of files appears in the Document Search page. 

    documents-search.png


Notes:

  • The tool also searches vector-based content in the following supported file types: .csv, .doc, .docx, .pdf, .xls, .xlsx.
  • Typically, you can determine if a PDF document is vector-based by opening it in Adobe Reader and trying to select the text. If you can select the text, the content is most likely vector-based file. 
  • It is important to note that not all PDFs are created the same. Some files might contain raster content, vector content, text content, and/or a combination of all these. See What is the difference between raster and vector content in PDFs?

Apply Filters to a Document Search

  1. Navigate to the Documents tool.
  2. Enter your search terms in the search bar. Click the search icon or press RETURN or ENTER on your keyboard to confirm the search.
  3. Click the Add Filter drop-down menu.
    Choose from the following options:
    • Uploaded/Created By: Mark the checkbox next to a user to only display files uploaded/created by that user. You can select multiple users or select all users.
    • Uploaded/Created On: Choose from a single day or date range. You can type in dates or click on dates on the calendar to select specific dates.
    • Display files from Recycle Bin: Mark the checkbox next to Yes if you want to include files that are currently in the Recycle Bin.

Notes:

  • After choosing a filter, click anywhere else on the page to apply the filter.
  • To clear the filter and display all search results, click Clear All.

Download Files from Document Search

To download a file from the Document Search page, click the Download icon-download.png icon across from the file you want to download.

Export the Contents of a Document Search

To export the list of files populated from the search, click Export > PDF or Export > CSV from the drop-down menu.

documents-search-export.png

See Also

 

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