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Track/Untrack a File in Procore Drive

Objective

To track and untrack a file in Procore Drive.

Background

You can choose to track a file in Procore Drive. Tracking a file will give you notifications of any modifications to the file or folder via email. Also the user will be notified of a file being "Checked In" when a revision has been made.

There may be certain files at the company or project level that you want to actively monitor so that you are notified when a newer revision of a document is uploaded into Procore. In such cases, you should use Procore's file tracking feature, which allows you to track any file in Procore. If you are tracking a file, you will receive an email notification when any of the following actions occur: 

  • a new revision is uploaded
  • the file is checked in/out
  • the filename is changed
  • the parent folder's name is changed

Things to Consider

  • Required User Permissions: 'Read-only', 'Standard', or 'Admin' on the Documents tab within Procore
  • In Procore Drive, you can only track files, not folders.
  • Select multiple items by holding down the "Shift" or "Control" (Ctrl) key 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. Use the drop-down menus to select the desired company and project in Procore Drive. (Note: The drop-down menus will be hidden if you only have access to one company or project.)
  2. Select the Documents tab.
  3. Expand or contract folders in your Procore Drive until you see the specific folder or subfolder you wish 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 which replaces the Track button.

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Last modified
10:13, 12 Aug 2016

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