Overview

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

Quick Links