- Intro
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The Value of the Documents Tool 10 min
- Setting Up the Documents Tool
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Upload Documents 5 min
- Using the Documents Tool
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Manage Document Information and Settings 6 min
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Manage File Versions 3 min
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Organize Files and Folders 3 min
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Procore Drive 1 min
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View Documents 4 min
- Review & Resources
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Documents Resources & Review 10 min
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Conclusion
Documents -- General Contractor --- EN-CA
Store an unlimited number of important files for team members to access.
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 tenderers 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
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