- Intro
-
The Value of the Documents Tool 10 min
- Setting Up the Documents Tool
-
Upload Documents 5 min
-
Procore Drive 1 min
- Using the Documents Tool
-
File & Folder Structure 2 min
-
Manage Document Information and Settings 5 min
-
Manage File Versions 3 min
-
Organize Files and Folders 3 min
-
View Documents 3 min
- Review & Resources
-
Documents Resources & Review 10 min
-
Conclusion
Documents
Store an unlimited number of important files for team members to access.
The Project level and Company level 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
- 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