Configure Advanced Settings: Project Documents

To configure advanced settings for your project's Documents tool.

• Required User Permissions:

  • 'Admin' on the project's Documents tool.

Document Settings

1. Navigate to the project's Documents tool.

2. Click the Configure Settings icon.

3. Review the following settings:

   • Documents and Folders Private by Default:* Mark the checkbox if you want new files and folders to be marked as Private automatically.
     OR* Clear the checkbox if you want new files and folders to be visible to all users with 'Read Only' or higher permissions to the Documents tool.
     Note: You can manually set individual files and folders to Private at any time. See Manage Permissions for Files and Folders.

   • Copy Folder Structure From Another Project: If you would like to copy the folder structure from another project, select a project from the drop-down menu next to 'From Project'. Note: Only folders are copied over to the project. Individual files are NOT included and will need to be uploaded separately. See Upload Files or Folders to the Project Level Documents Tool.

   • Import Options: You can email files into the Documents tool by sending them to the tool's inbound email address. The email address is listed in the 'To Email Files To This Project' section.
     
     Note: Any files attached to an email sent to this address will be added to the 'Emailed Documents' folder.

   • Procore Drive: Procore Drive is an application for Windows that you can use to upload and manage files for the Documents tool.

   • Procore BIM: The Procore Documents plugin can be installed on a Windows computer for use with Autodesk® programs. If you'd like to download Procore Drive to your Windows computer, click the download link. See Download Procore BIM Plugins.

4. Click Update.
   Note: This saves any settings that were changed.

Permissions Table

Note: This page is only available to users who also have 'Admin' permission to the project's Directory tool.

1. Navigate to the project's Documents tool.

2. Click the Configure Settings icon.

3. Click Permissions Table.

4. To change a user's permission level for the Documents tool, click the icon in the respective column so that a GREEN checkmark appears. For example, in the image below, the user currently has 'Standard' permissions to the Documents tool.
   
   

   The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

   Icon	Color	Definition
   	GREEN	The user has been granted this access permission level to the tool.
   	RED	The user has NOT been granted this access permission to the tool.
   	GREY	The user is either a Procore Administrator or has been granted permissions to the Procore tools on this project using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Project Permissions Templates.