Documents Tool
Overview
Note
If you want to view 3D model files in the Documents tool, see View and Download 3D Models in the Documents Tool.View a Document's Information
- Navigate to the Documents tool.
- Select the file or folder you want to view information for.
- Click the Info
icon to open the Information panel. - When selected, you can view important information for the document, such as the title, date, and version. This is also where you can view and manage the following sections specific to the document:
Note: Some sections (such as File Tags) are only available for files, and not folders.- Permissions
- Tracking
- File Tags
- Download Log
- Change History
- Emails
- Related Items
View a Document in the Viewer
- Navigate to the project's Documents tool.
- Locate the file you want to view.
- Click the name of the file to open it in the viewer.
- Click View Document, or click on the image thumbnail.
Note: You will see a full screen display of the document. - Optional: Use the viewer controls to view details about the document, search for keywords, or download the file to your computer.
- Info: This tab includes the following sections:
- General Information: Displays information about the file. Expand the section to view the following details: Last Modified, Version, File Type, Size, and Tags.
- Tracking: Displays the number of users (if any) who are tracking the file. Expand the section to view the names of the users.
- Permission: If the file you are viewing is private (i.e. locked), this section displays the number of users with permission to it. Expand the section to view the names of the users.
- Activity: This tab provides details on user activity associated with the file.
- Version Log: Expand to view the versions of the files.
- Download Log: Expand to view which users have downloaded the file and when.
- Emails: Expand to view if any emails are associated with the file.
- Change History: Expand to view any changes that were made to the file in Procore.
- Search: Use the search bar to perform a contextual keyword search. Any instances of your keyword search will appear with hyperlinks on the side panel. Click the Search icon again to close the sidebar.
Note: Search is only available for file types that support searching (such as a PDF or Word document). - Download: Click Download to download the file to your computer.
- Zoom: Click the + and - magnifying glass icons to to zoom in and out.
- Info: This tab includes the following sections:
- Click the X in the viewer controls to exit out of the viewer.
Further Information
Documents Project Level
Documents
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Documents tool?
| Action | None | Read Only | Standard | Admin | Notes |
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Add a Related Item to a File |
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Add or Edit a File Description |
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Change Permission Settings on a Folder or File |
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Check In or Out a File |
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Configure Advanced Settings: Documents |
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Create a Folder |
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Delete Files or Folders |
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Download a Previous Version of a File |
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Download Files and Folders |
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Email Files and Folders |
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Export Information |
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Export Object Data from a Model |
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Users must also have 'Read Only' or higher permission to the Models tool. | |
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Manage and Set Tags for Documents |
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Manage Permissions for Files and Folders |
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Manage Who Tracks Files and Folders |
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Move and Copy Files and Folders |
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Open or Edit a File in Microsoft Office 365 |
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Preview a File |
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Rename a File |
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Rename a Folder |
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Retrieve a File or Folder from the Recycle Bin |
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Search for and Filter Documents |
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This action can be performed offline provided that the asset/item was previously viewed and cached on your mobile device. | |
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Sort Document Folder Contents |
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Track a Folder or File |
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Upload a New Version of a File |
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Upload Files into a Folder |
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This action can be performed offline. Actions performed offline will be synced with Procore once a network connection has been reestablished. | ||
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View a File in Microsoft Office 365 |
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View Documents |
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View a Private File or Folder |
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The user must have the 'Access Private Folders and Files' granular permission OR must be added to the permissions list for the file or folder. See Manage Permissions for Files and Folders. |