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Open Files in Procore Drive

Objective

To open files within Procore Drive.

Things to Consider

  • Required User Permissions: 'Read-only' and above permissions on the Documents tab in Procore.
  • Multi-select items by holding down "Shift" or "Control" (Ctrl) 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 the desired company and project in Procore Drive.
  2. Select the Documents tab.
  3. Expand or contract folders in your Procore Drive until you find the specific folder that contains the file you want to open.
    Note: You may navigate through your folders on the right window or the file tree by double-clicking folders and files.
  4. You may click the file you wish to view by clicking Open, or...
  • In the right hand viewer, double-click the file to view the following information about the selected file:
    • description of the file
    • version history
    • file history (who has downloaded it, etc)
    • checkout status; denotes if the file is currently checked out and by whom
    • file actions; Open, Upload, Track, Download, and Delete options, and to open the file in your computer.
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Last modified
08:23, 13 Jul 2017

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