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  • https://en-ca.support.procore.com/products/online/user-guide/company-level/documents/tutorials/search-for-and-filter-company-level-documents
    How to use the Document tool's search and filter functionality.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/documents/videos
    This page includes training videos that show how to perform various tasks in or related to the Company level Documents tool.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/documents/release-notes
    This page describes notable changes to the Company level Documents tool.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/documents/tutorials/download-a-previous-version-of-a-file-in-the-company-level-documents-tool
    How to view and download an older version of a file from the file's version history in the company's Documents tool.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/documents/tutorials/email-files-or-folders-from-the-company-level-documents-tool
    How to email files and folders from the Documents tool.
  • https://en-ca.support.procore.com/faq/what-is-the-schedules-folder-in-the-documents-tool-and-why-cant-i-delete-it
    The 'Schedules' folder in a project's Documents tool is automatically created after a schedule has been uploaded to the project's Schedule tool. The folder serves as a record of all schedule files tha...The 'Schedules' folder in a project's Documents tool is automatically created after a schedule has been uploaded to the project's Schedule tool. The folder serves as a record of all schedule files that have been uploaded. For this reason, the Schedules folder cannot be renamed, moved, or deleted. Note: The 'Schedules' folder is only visible to users with 'Admin' permissions to the project's Documents tool. Upload a Project Schedule File to Procore's Web Application Clear an Integrated Schedule
  • https://en-ca.support.procore.com/faq/how-do-i-know-if-someone-has-downloaded-a-file
    The information in the Download Log indicates which users have downloaded a specific document, and when each file was downloaded. To view the download log, navigate to the company's or project's Docum...The information in the Download Log indicates which users have downloaded a specific document, and when each file was downloaded. To view the download log, navigate to the company's or project's Documents tool (depending on which tool you would like to track files in). If you would like to learn more about Procore's document management software and how it can help your business, please visit our construction document management software product page .
  • https://en-ca.support.procore.com/faq/which-fields-in-the-documents-tool-can-be-configured-as-required-optional-or-hidden
    Currently, default and custom fields in the Documents tool cannot be marked as required or hidden. Custom fields added to a configurable fieldset will automatically be optional for data entry. See Cre...Currently, default and custom fields in the Documents tool cannot be marked as required or hidden. Custom fields added to a configurable fieldset will automatically be optional for data entry. See Create New Custom Fields. What are configurable fieldsets and which Procore tools support them? If you would like to learn more about Procore's document management software and how it can help your business, please visit our construction document management software product page .
  • https://en-ca.support.procore.com/faq/why-cant-i-delete-items-in-procore
    Answer Deleting an item in Procore would be permanent, making it appear as if the item had never existed. While most items cannot be deleted in Procore, they can either be moved to a tool's Recycle Bi...Answer Deleting an item in Procore would be permanent, making it appear as if the item had never existed. While most items cannot be deleted in Procore, they can either be moved to a tool's Recycle Bin or changed to a status of Closed, Obsolete, Void, or Inactive. This ensures the historical record for your project remains accurate and intact for security and legal reasons. See Also What is Procore's Recycle Bin?
  • https://en-ca.support.procore.com/faq/why-are-some-of-my-sub-folders-in-my-bid-documents-folder-not-showing-up-when-my-bidders-download-them
    Answer Only folders that have files in them will transfer to the download .zip file that your tenderers receive in the tender invitation email. If there are no files attached to the folder, it will no...Answer Only folders that have files in them will transfer to the download .zip file that your tenderers receive in the tender invitation email. If there are no files attached to the folder, it will not display to your tenderers. See Also Upload Tender Documents to the Documents Tool Update Tender Documents
  • https://en-ca.support.procore.com/products/online/user-guide/project-level/documents/tutorials/upload-a-new-version-of-a-file-in-the-project-level-documents-tool
    How to upload a new version of a file in the project's Documents tool.