Skip to main content
Procore

Configure Settings: Document Management

  1. Last updated
  2. Save as PDF
regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Objective

To configure advanced settings for the Project level Document Management tool.

Background

Important settings for the Document Management tool are managed on the Configure Settings page, such as: creating and managing permission groups, customizing permission settings for documents, and standardizing fields for document metadata.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the project's Document Management tool.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

 Note

Settings for the Document Management tool can also be managed in the project's Admin tool. See Configure Document Management Settings in the Admin Tool.

  1. Navigate to the project's Document Management tool.
  2. Click the Configure Settings icons-settings-gear.png icon.  
  3. See the sections below for available actions:

Views Tab

Click the Views tab to create Collections for the project. Collections help filter and organize documents so users can quickly find the revisions they need. See the following articles related to Collections:

2024-07-03_Views tab in Configuration Settings.png

Permissions Tab

Click the Permissions tab to access the following settings:

pdm-permissions-tab.png

Permission Groups

The Permission Groups section is where you can create and manage permission groups in order to control access to documents in the project.

See the following tutorials related to permission groups:

Document Permissions

The Document Permissions section is where you can customize the actions that people and groups can perform on documents. See View and Manage Settings for Document Permissions.

Workflow Permissions

Permissions selected in this section are specific to documents in a workflow. Any permissions set here will override normal permissions set from the Document Permissions above. See View and Manage Workflow Permissions in the Document Management Tool.

Documents Tab

Click the Documents tab to access the following settings:

pdm-settings-documents-tab.png

Upload Requirements

The Upload Requirements section is where you can select naming standards and required fields for document uploads. See Edit the Upload Requirements for Documents.

Naming Standards

The Naming Standards section is where you can build naming standards that will automatically apply to uploaded documents. See Edit the Naming Standard for Documents.

Document Fields

The Document Fields section is where you can view document metadata fields and mark certain fields as inactive or active. See Manage Configurable Fieldsets and Default Fields for the Document Management Tool.

Workflows Tab

Click the Workflows tab to access the following settings:
Note: You will only see the Workflows tab if your organization is using the Workflows tool in Procore.

pdm-workflows-tab.png

Document Workflows

If one or more workflows have been assigned to the project, you can view and configure workflows in this section. See About Workflows in the Document Management Tool or Configure a Custom Workflow Template on a Project.