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Procore

Documents Tool SOP

ACMECONSTRUCTION_SMALL.pngManage and archive all of your mission-critical project documentation, such as drawings, specifications, bid packages, emails, safety checklists, warranty information, and more. 

HIGHLIGHTS   
  • Create folders and sub-folders to centralize your project's document storage. 
  • Set and manage permissions on folders and documents. 
  • Track folders to monitor changes. 
  • Import options using email, fax, or from Procore Drive. 
  • Download individual files or the contents of an entire folder. 

Company Best Practices/ Intro

Project Manager:

 

Project Engineer:

 

Superintendent:

 

Field Team:

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Documents Tool Step By Step Tutorials and "How To's"

Tutorials

See Company Level: Documents for additional documentation.

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Interactive Workflow Diagram

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START
START

 

LEGEND
LEGEND
Optional Step
Optional Step
Do you need to manage documents?
Do you need to manage...

 

Select a File or Folder
Select a File or Folder

 

Select a File or Folder
Select a File or Folder
Do you already have a standard folder structure in a project template?
Do you already have a standard f...
Do you need to upload documents?
Do you need to upload documents?
Are you starting a new project?
Are you starting a new project?

 

Add a New Project Using a Project Template
Add a New Project Using a P...

 

Copy Folder Structure from Another Project
Copy Folder Structure from...

 

Create New Folders
Create New Folders

 

Upload Files
and Folders
Upload Files...

 

Manage Permissions
for Files and Folders
Manage Permissions...

 

Manage Tracking for
Files and Folders
Manage Tracking for...

 

Manage or Set
File Tags
Manage or Set...

 

Track a Folder or File
Track a Folder or File

 

Download Documents
Download Documents

 

Email Documents
Email Documents

 

Export Information
for Documents
Export Information...

 

View Documents
View Documents
Do you need to edit or add a new version of a file?
Do you need to edit or add a new...

 

Check Out a File
Check Out a File

 

Check In a File
Check In a File

 

Edit File
Edit File

 

Upload a New
Version of a File
Upload a New...

 

END
END