Documents -- General Contractor

Documents -- General Contractor

Store an unlimited number of important files for team members to access.

rate limit

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About this course

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
  • 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

Curriculum41 min

  • Intro
  • The Value of the Documents Tool 10 min
  • Setting Up the Documents Tool
  • Upload Documents 5 min
  • Using the Documents Tool
  • Manage Document Information and Settings 5 min
  • Manage File Versions 3 min
  • Organize Files and Folders 3 min
  • Procore Drive 1 min
  • View Documents 4 min
  • Review & Resources
  • Documents Resources & Review 10 min
  • Conclusion

About this course

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
  • 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

Curriculum41 min

  • Intro
  • The Value of the Documents Tool 10 min
  • Setting Up the Documents Tool
  • Upload Documents 5 min
  • Using the Documents Tool
  • Manage Document Information and Settings 5 min
  • Manage File Versions 3 min
  • Organize Files and Folders 3 min
  • Procore Drive 1 min
  • View Documents 4 min
  • Review & Resources
  • Documents Resources & Review 10 min
  • Conclusion

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