Welcome
This guide helps you set up Procore's Document Management tool for the first time by providing the following:
An introduction to the Document Management tool and processes.
Topic overviews, best practices, examples, and action items.
Videos and step-by-step instructions.
We recommend starting with a test project using Procore's defaults while becoming familiar with the tool.
Prerequisites for this Guide
Your company is part of the Document Management Limited Release (Beta).
The Document Management tool is enabled for a project.
The following permissions are enabled in Procore:
Company Admin permissions:* 'Admin' level permissions to the Company level Directory tool.
Document Management tool permissions:* 'Admin' level permissions to the Document Management tool.* Added to a permission group with the 'Upload New Files' and 'Submit New Files' permissions enabled.
Note: Procore provides a default 'Document Controller' permission group that you can add yourself to.Optional: Workflows and Correspondence tool permissions:* For configuring and starting workflows for documents, 'Admin' level permissions to the Company level Workflows tool.* For attaching documents to correspondence items in a project's Correspondence tool:* 'Standard' or 'Admin' level permissions on the item's correspondence type.
OR
'Read Only' level permissions on the item's correspondence type with the 'Create Item' granular permission enabled on the permissions template.