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Open and Save Files in Procore Drive

Objective

To open and save files directly using Procore Drive.

Things to Consider

  • Required User Permissions: 'Read-only' and above in the Documents tool in Procore.
  • The ability to open, edit, and then save a document to automatically create a newer version of the file in Procore is only supported in Procore Drive. This functionality is only supported by the following applications: Microsoft Suite, Microsoft Office, Notepad, and Wordpad.
  • 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

Open a File
  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 from which you want to open a file. (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 view. (Note: If double-clicking the file didn't open it automatically, click the Open button in the file overview in the right window.)
Save a File
  1. Once the file is open on your computer, edit the document in its native application. 
  2. When you are done, click File in the top navigation bar of the application (e.g. Microsoft Suite, Microsoft Office, Notepad, and Wordpad.)
  3. Click Save in the drop-down menu. (Note: If your upload fails, you will be prompted to retry the upload or save the file locally to your device until you can try the upload again.)
  4. Procore Drive will then prompt you to add a comment that briefly describes the changes that you made to the file.
  5. Click Submit.
  6. The new version of the file is automatically saved in Procore. The save action is similar to manually uploading a newer version of a file in Procore and the action will be recorded in the same way. The "Version History" section in the document's Overview page will log the action appropriately and include the revision comments.

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Last modified
10:13, 12 Aug 2016

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