Documents (Project)

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 (must have Bidding tool)

• 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

• Documents Tool Courses

• Procore Certification Courses

• Procore Community Documents Discussions