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Procore

Track/Untrack a File in Procore Drive

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Objective

To track or untrack a file in Procore Drive.

Background

There may be certain files in the Documents tool that you want to actively monitor so that you are notified when a newer revision of a file is uploaded into Procore. In such cases, you should use the tracking feature, which allows you to track any file in Procore.

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher level permissions on a project's Documents tool in Procore
  • Additional Information:
    • If you are tracking a file, you will receive an email notification when any of the following actions occur:
      • A new revision has been uploaded.
      • The file has been checked in/out.
      • The parent folder's name has been changed.
    • In Procore Drive, you can only track files, not folders.
    • To select multiple items at once, hold down the SHIFT or CONTROL (CTRL) key on your keyboard while clicking on files.
    • To navigate back to a previous screen, click the "< >" arrows at the top left of Procore Drive.
    • To refresh the tool and​ item you are viewing within Procore Drive, click the refresh button similar to the one in your web browser.

Steps

  1. Select a company and project in Procore Drive. 
  2. Click the Documents tab.
  3. Expand or collapse folders in your Procore Drive until you see the specific folder or subfolder you want to track a file from.
    Note: You may navigate through your folders on the right window or the file tree by double clicking folders and files.
  4. In the right hand viewer, double click the file you wish to track. In the file overview window, click Track.
  5. To untrack a file after you have tracked it, click Untrack.