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Action Plans: Add Documents as References and Records

This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: October 19, 2022


Provide Documentation with Action Plans

Procore has added the ability to add Documents as references and records in Action Plans.

When creating an Action Plan, users can include Procore Documents as references, providing additional context and access to critical documentation for those performing an Action Plan. Users can also request additional Documents as records as a part of an item’s completion.


Attach a document as a reference:


Add a document as a record:


See Also

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