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Procore

Upload Files or Folders to the Project Level Documents Tool

Objective

To upload files and folders to a project's Documents tool.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' permissions on the project's Documents tool.
  • Additional Information:
    • There is a 50GB file size limit for individual uploads.
    • When you upload files to a folder in the Documents tool, Procore will automatically check the folder for existing files. If a file with the same name is found, you can upload it as a new version of the existing file. See Upload New File Versions.
    • Uploading folders is not supported in Internet Explorer. You will need to use another browser (i.e. Google Chrome, Mozilla Firefox, etc.) if you want to upload folders.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

There are a few different ways to upload files to a project's Documents tool. Choose to follow steps from one of the following:

Upload Files or Folders Using the Documents Tool

  1. Navigate to the Documents tool.
  2. Click on the folder in the Documents tool that you want to upload files or folders to.
  3. After selecting files or folders on your computer, drag and drop them to the center panel of the Documents tool. 

    OR
     
    1. Click the + New drop-down menu.
    2. Choose whether you want to upload files or folders:
      • Click File Upload to select files to upload.
      • Click Folder Upload to select folders to upload. 
    3. Select the files or folders you want to upload from your computer.
    4. Click Open
      Notes:
      • A progress indicator is shown for each upload, and the system returns to the Documents tool page after the upload is complete.
      • If you are uploading one or more files with the same filename as an existing file, you are prompted to choose whether you want to upload them as new versions, or rename the files.
        upload-files-as-new-versions-or-rename.png
        • Click Continue Upload

Upload Files by Sending an Email

  1. Navigate to the Documents tool.
  2. Click the Configure Settings  icon.  
  3. The email address to email files to is listed in the 'To Email Files To This Project' section. 

    documents-inbound-email.png
     
  4. Create an email that is addressed to your Documents tool's email address (mentioned above).
  5. Attach any files you want to add to the Documents tool to the email.
    Note: The files will be uploaded to the 'Emailed Documents' folder.

Upload Files or Folders Using Procore Drive

Procore Drive is another efficient way to upload files in bulk. See Upload a File to a Folder in Procore Drive.
Note: If Procore Drive is not configured on your Windows computer, please see the Procore Drive Setup Guide.  

See Also