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Procore

Project Documents - Standard

Overview

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
 
 
 
 
 
 
 
 
 
 

 

Examples
  • Draft contracts
  • Files that don't fit in other tools

Process Flows

Mobile - Apple

Procedures

Getting Started

Common Tasks

Things to Do When a Project is Done

FAQs

Mobile - Android

Procedures

Getting Started

Common Tasks

Things to Do When a Project is Done

FAQs

Computer

Procedures

Getting Started

Common Tasks

Things to Do When a Project is Done

FAQs