- Intro
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The value of the Document Management tool 10 min
- Setting up the Document Management tool
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Set up Document Management fields 4 min
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Configure Document Management settings 5 min
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Manage Document Management permissions 4 min
- Using the Document Management tool
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Upload documents 2 min
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View documents 4 min
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View documents (Mobile) 4 min
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Document approval workflow process 3 min
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Add markups to a document 3 min
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Share Document Management files in a correspondence item 2 min
- Review and resources
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Document Management resources and review 10 min
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Conclusion
Document Management --- EN-GB
Organise, access, collaborate, approve and manage permissions for documents throughout the construction lifecycle.
Procore’s Document Management tool allows users to organise, access, collaborate, approve and manage permissions for documents throughout the construction lifecycle.
- A consistent and easy-to-use experience for accessing project files through a centralised file repository.
- Streamlined metadata capture using machine learning, saving time and improving organisation.
- 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.