Document Management - Overview

Procore's Document Management tool allows users to organize, access, collaborate, approve, and manage permissions for documents throughout the construction lifecycle. The tool includes:

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  • A consistent and easy-to-use experience for accessing project files through a centralized file repository.
  • Streamlined metadata capture using machine learning, saving time and improving organization.
  • A single workflow experience for the review and approval of documents, speeding up processes like design reviews.
  • Granular and flexible document permission groups based on the metadata of each document (like its status, type, or discipline).
  • Management of information in accordance with international standards such as ISO 19650.

 

 

Popular Tutorials (view all)

  1. View Documents in the Document Management Tool (Android)
  2. Sync and Download Documents from the Document Management Tool (iOS)
  3. Delete a Permission Group in the Document Management Tool
  4. Edit the Naming Standard for the Document Management Tool
  5. Document Management - Setup Guide

Top FAQ (view all)

  1. What file types and formats are supported in the Unified Attachment Viewer?
  2. What granular permissions are available for Document Management Workflows?
  3. Document Management: General FAQ
  4. How do permissions work in the Document Management tool?
  5. What is the difference between the 'Documents' and 'Document Management' tools in Procore?

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