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  • https://en-ca.support.procore.com/faq/what-is-an-advanced-search-symbol-in-procore
    In Procore's search, an advanced search symbol is a character that can be added to a search keyword or phrase to make it more specific or expand the scope of the search term. For example, in the Proje...In Procore's search, an advanced search symbol is a character that can be added to a search keyword or phrase to make it more specific or expand the scope of the search term. For example, in the Project level RFIs tool, typing "door*" in the Search field would return search results that might include door, doors, doorframe, doorframes, and doorway where as typing "door" would only return search results that would include the exact word "door".
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/delete-configurable-fieldsets
    How to delete fieldsets from the Company level Admin page.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/remove-configurable-fieldsets-from-projects
    How to remove configurable fieldsets from one or more projects in Procore.
  • https://en-ca.support.procore.com/faq/who-receives-notification-emails-when-a-vendors-insurance-expires
    If a vendor's insurance policy information is uploaded to Procore and the Send Expiration Notification checkbox is marked, the system will automatically send daily notification emails to the following...If a vendor's insurance policy information is uploaded to Procore and the Send Expiration Notification checkbox is marked, the system will automatically send daily notification emails to the following users when the policy is within approximately two (2) weeks of its expiration date: The system will continue to send a daily reminder email for up to sixty (60) days after the insurance policy has expired or until the expiration date is updated.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/directory/tutorials/add-a-user-account-to-the-company-directory
    How to add a user to the company level Directory.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/directory/tutorials/add-a-distribution-group-to-the-company-directory
    How to add a distribution group to the company level Directory.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/directory/tutorials/update-expiring-insurance-for-a-vendor-in-the-company-directory
    How to respond to the Expiring Insurance email and to update expiring insurance information for a vendor record in your Company Directory.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/directory/tutorials/inactivate-a-batch-of-companies-in-the-company-directory
    How to bulk inactivate companies in the Company Directory.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/directory/tutorials/inactivate-a-company-in-the-company-directory
    How to inactivate a company from a Procore account so that it no longer appears as a selectable option for "company" drop-down menus.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/directory/videos
    This page includes training videos that show how to perform various tasks in or related to the Company level Directory tool.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/directory/tutorials/view-merge-company-history
    How to view the history of merging companies in your company's Directory.