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Procore

Manage File and Folder Tracking in the Project Level Documents Tool

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Objective

To manage who tracks files or folders in the Project level Documents tool.

Background

If you have 'Admin' permissions to the Documents tool, you can choose to have specific users track changes to files and folders. Those on a tracking list will receive an automated digest email approximately one (1) hour after a file is added, updated or deleted.

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the Documents tool.

Video

 

Steps

  1. Navigate to the project's Documents tool.
  2. Hover over the file or folder you want to manage tracking for.
  3. If the Information panel is not already open, click the Info icon-info2.png icon.
  4. Click Tracking to expand the Tracking section.
  5. Click Manage Tracking.
    documents-manage-tracking.png
  6. Choose from the following options:
    • Add users to the tracking list:
      • Mark the checkboxes next to the users you want to have tracking the file or folder.
        Note: In order to appear on this list, users must be have 'Read Only' or higher permissions to the Documents tool. 
    • Remove users from the tracking list:
      • Clear the checkboxes next to the users you no longer want to have tracking the file or folder.
  7. Click Save.