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Video content may not accurately reflect the current state of the system, and/or it may be out of date.

View as: Specialty Contractor as Client | Owner

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.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

See Company Level: Documents for additional documentation.

Interactive Workflow Diagram

Click a box below to view the related tutorial.

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