Project Documents

The Documents tool is where important files of any type can be stored and accessed by specified users.

Set up a centralized folder structure by creating folders and sub-folders
Set and manage permissions on folders and documents
Create publicly-viewable folders so invited bidders can view relevant documents without having to log in to Procore (must have Bidding tool)
Upload or download files and view progress
Check out and lock a document
Manage revisions and distribute updates to specified users
Build accountability by tracking when and who downloaded each file

Popular Tutorials (view all)

Top FAQ (view all)

Quick Links

Web
iOS
Android

Web

Upload Documents

Upload Bid Documents

View Documents

View Documents - Subcontractor as Collaborator

Manage Document Information and Settings

File and Folder Structure

Organize Files and Folders

Manage File Versions

Procore Drive

Publish Models from the Documents Tool

Mobile

Upload and View Documents (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Permissions

Configure Document Settings

Subcontractor - View Documents

Field Worker - Upload and View Documents (Mobile)

Manage Documents

Specialty Contractor as Client - Manage Documents

Specialty Contractor as Client - Procore Drive

Owner - Procore Drive

Superintendent - Documents

Web

Manage Permissions

Upload Documents

View Documents

Manage Document Information and Settings

File and Folder Structure

Organize Files and Folders

Manage File Versions

Procore Drive

Mobile

Upload and View Documents (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Upload and View Documents (Mobile)

Manage Documents Information and Settings

Web

Manage Permissions

Upload Documents

View Documents

Manage Document Information and Settings

File and Folder Structure

Organize Files and Folders

Manage File Versions

Procore Drive

Mobile

Upload and View Documents (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

Field Worker - Upload and View Documents (Mobile)

Web

Manage Permissions

Upload Documents

View Documents

Manage Document Information and Settings

File and Folder Structure

Organize Files and Folders

Manage File Versions

Procore Drive

Mobile

Upload and View Documents (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

Field Worker - Upload and View Documents (Mobile)

Web

Manage Permissions

Upload Documents

View Documents

Manage Document Information and Settings

File and Folder Structure

Organize Files and Folders

Manage File Versions

Procore Drive

Mobile

Upload and View Documents (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

Web

Manage Permissions

Upload Documents

View Documents

Manage Document Information and Settings

File and Folder Structure

Organize Files and Folders

Manage File Versions

Procore Drive

Mobile

Upload and View Documents (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

Field Worker - Upload and View Documents (Mobile)

Web

Manage Permissions

Upload Documents

View Documents

Manage Document Information and Settings

File and Folder Structure

Organize Files and Folders

Manage File Versions

Procore Drive

Mobile

Upload and View Documents (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

Field Worker - Upload and View Documents (Mobile)

Web

Manage Permissions

Upload Documents

View Documents

Manage Document Information and Settings

File and Folder Structure

Organize Files and Folders

Manage File Versions

Procore Drive

Mobile

Upload and View Documents (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

Field Worker - Upload and View Documents (Mobile)

Web

Manage Permissions

Upload Documents

View Documents

Manage Document Information and Settings

File and Folder Structure

Organize Files and Folders

Manage File Versions

Procore Drive

Mobile

Upload and View Documents (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Documents Information and Settings

Field Worker - Upload and View Documents (Mobile)

Web

Upload Documents

Upload Bid Documents

View Documents

View Documents - Subcontractor as Collaborator

Manage Document Information and Settings

File and Folder Structure

Organize Files and Folders

Manage File Versions

Procore Drive

Publish Models from the Documents Tool

Mobile

Upload and View Documents (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Manage Permissions

Configure Document Settings

Subcontractor - View Documents

Field Worker - Upload and View Documents (Mobile)

Manage Documents

Specialty Contractor as Client - Manage Documents

Specialty Contractor as Client - Procore Drive

Owner - Procore Drive

Superintendent - Documents

Documents

Permissions

What granular permissions are available for the Project level Documents tool?

Action	Read Only	Standard	Notes
Add a Related Item to a File Web
Add or Edit a File Description Web
Change Permission Settings on a Folder or File Web iOS	Set Permissions	Set Permissions
Check In or Out a File Web
Configure Advanced Settings: Documents Web
Create a Folder Web iOS Android
Delete Files or Folders Web iOS	Delete Folders and Files	Delete Folders and Files
Download a Previous Version of a File Web
Download Files and Folders Web iOS Android
Email Files and Folders Web iOS Android
Export Information Web
Export Object Data from a Model Web			Users must also have 'Read Only' or higher permission to the Models tool.
Manage and Set Tags for Documents Web
Manage Permissions for Files and Folders Web	Set Permissions	Set Permissions
Manage Who Tracks Files and Folders Web
Move and Copy Files and Folders Web	Move and Copy Files and Folders	Move and Copy Files and Folders
Open or Edit a File in Microsoft Office 365 Web
Preview a File Web
Rename a File Web iOS	Rename Folders and Files	Rename Folders and Files
Rename a Folder Web iOS	Rename Folders and Files	Rename Folders and Files
Retrieve a File or Folder from the Recycle Bin Web
Search for and Filter Documents Web iOS Android			This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device.
Sort Document Folder Contents Web
Track a Folder or File Web
Upload a New Version of a File Web
Upload Files into a Folder Web iOS Android			This action can be performed offline. Actions performed offline will be synced with Procore once a network connection has been reestablished.
View a File in Microsoft Office 365 Web
View Documents Web iOS Android
View a Private File or Folder Web iOS Android	Access Private Folders and Files	Access Private Folders and Files	The user must have the 'Access Private Folders and Files' granular permission OR must be added to the permissions list for the file or folder. See Manage Permissions for Files and Folders.

Below are the notable changes to the Project level Documents tool.

Recent Changes

enabled private and public markup layers in the documents tool (07/21/2026)

Procore now offers private and public markup layers in the Documents tool. Users can create and manage markups on the web. On iOS and Android, users can view markups created on the web. Private markups are enabled by default for users with access to the Documents tool and remain visible only to the user who created them, while public markups can be viewed by all the users. The Documents tool also includes granular permissions that allow users with 'Read Only' and 'Standard' permission levels to publish public markups on files. Additionally, users can apply filters, copy markups, reuse markup styles, and download or email files with or without visible markups. Published public markups are also indicated with a markup icon on the list page. To learn more, see Create and Manage Private and Public Markup Layers in the Documents Tool, View Private and Public Markup Layers in the Documents Tool (iOS) and View Private and Public Markup Layers in the Documents Tool (Android).

document comparison capabilities in the documents tool (07/21/2026)

Procore now offers overlay and side-by-side comparison capabilities in the Documents tool on web and mobile, providing users with more flexible ways to review document changes. The overlay comparison feature allows users to compare two different versions of the same document, while the side-by-side comparison enables users to compare two different documents or versions in a split-screen view with a 'Show Semantics' feature to identify specific changes. This feature is available in both the Company and Project level Documents tool. To learn more, see Compare Documents in the Company Level Documents Tool, Compare Documents in the Company Level Documents Tool (iOS), Compare Documents in the Company Level Documents Tool (Android), Compare Documents in the Project Level Documents Tool, Compare Documents in the Project Level Documents Tool (iOS), and Compare Documents in the Project Level Documents Tool (Android).

improved document and version navigation in the DOCUMENTS TOOL (07/21/2026)

Procore now offers enhanced navigation features in the Documents tool viewer, enabling users to seamlessly switch between documents and versions. The Documents viewer now includes Previous and Next document navigation buttons, a searchable document drop-down, and a version selector for easier access to document history. These features are available in both the Project and Company-level Documents tool. To learn more, see View Documents in the Project Level Documents Tool and View Documents in the Company Level Documents Tool.

Documents and Specifications Admin Pages Enhanced for Improved Performance (05/19/2026)

Procore has upgraded the Company Admin Pages for both the Documents and Specifications tools to deliver a more consistent and efficient user experience. The Admin Pages retained their familiar UI and functionality, ensuring uninterrupted user workflows while providing enhanced responsiveness and reliability.

Modernized with New User Interface (01/20/2026)

Procore updated both the Company and Project Documents tool by introducing a modernized user interface that aligns with Procore’s latest design patterns. The Documents tool received updated UI elements, including a new email modal that offers a more intuitive and consistent experience, with no loss or significant change in functionality.

Extract Viewpoints from Autodesk® Navisworks® for Publishing Views (08/19/2025)

Procore has introduced a new feature that allows users to add viewpoints from a model file in Autodesk® Navisworks® directly from the Documents tool. The ‘Add Views’ feature enables users to select and publish up to 200 views, enhancing the ability to visualize and interact with model data. To learn more, see Publish a Model with the Documents Tool.

Modernized Experience (08/19/2025)

Procore has enhanced the Documents tool by modernizing its User Interface (UI) to align with updated design patterns. The Settings and Email pages have been replaced with newly designed pages, offering a more modern look and feel without any loss of functionality.

Deprecation of 'name_with_path' Field in Documents API (08/19/2025)

Procore has deprecated the 'name_with_path' field in the Documents API, affecting the v1.0 API for the Project Level Documents Tool. The v1.0 API has been replaced by the v2.0 API, which offers a new response format and removes the 'name_with_path' field from the response views.

Modernized Mobile PDF Rendering (06/27/2025)

Procore has enhanced mobile PDF rendering for the Documents tool for iOS and Android. The Apryse Viewer now provides a modern viewing experience, preparing the tool for future markup features.

Automatic Processing of 3D Model Files for Procore BIM Customers (02/20/2024)

3D Model files in the Documents tool are now processed automatically in Procore accounts that have the BIM product. See View and Download 3D Models in the Documents Tool.

Support for 3d DWG Model Files (12/12/2023)

Procore now supports the ability to upload, process, and view 3D DWG files in the Documents tool. See View and Download 3D Models in the Documents Tool.

Support for IFC Model Files (04/10/2023)

Procore has added support for viewing and downloading Industry Foundation Class (.ifc) model files in the Documents tool. See View and Download 3D Models in the Documents Tool.

Export OBject Data From a Model (03/13/2023)

Procore has added a feature that allows you to export object data from a model file in the project's Documents tool. See Export Object Data from a Model File. After the export is complete, you will receive an email with a CSV file that contains the data.