Project Documents - Overview
The Documents tool is where important files of any type can be stored and accessed by specified users.
- Set up a centralized folder structure by creating folders and sub-folders
- Set and manage permissions on folders and documents
- Create publicly-viewable folders so invited bidders can view relevant documents without having to log in to Procore (must have Bidding tool)
- Upload or download files and view progress
- Check out and lock a document
- Manage revisions and distribute updates to specified users
- Build accountability by tracking when and who downloaded each file
Popular Tutorials (view all)
- Create a Standard Project Folder Structure for the Documents Tool
- Upload Files or Folders to the Project Level Documents Tool
- Manage Permissions for Files and Folders in the Project Level Documents Tool
- Upload a Video to the Project Level Documents Tool
- Create a New Folder in the Project Level Documents Tool
Top FAQ (view all)
- Can I copy one project's Documents folders to a new project?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Which Procore tools support granular permissions?
- Where can I find the email address to send daily logs, photos, documents and emails to Procore?
- What do the different DocuSign® banners in Procore mean?