Company Documents
Company Level Documents
Important
Permissions
| Action | None | Read Only | Standard | Admin | Notes |
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Add or Edit a File Description in the Company Level Documents Tool |
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Change Privacy Settings on a Folder or File in the Company Level Documents Tool |
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Check In Files you Checked Out of the Company Level Documents Tool |
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Check Out a File in the Company Level Documents Tool |
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Configure Advanced Settings: Company Documents |
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Create a New Folder in the Company Level Documents Tool |
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Delete Files and Folders in the Company Level Documents Tool |
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Download a Previous Version of a File in the Company Level Documents Tool |
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Download Files from the Company Level Documents Tool |
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Download Folders from the Company Level Documents Tool |
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Drag and Drop Files into Procore's Company Documents Tool |
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Email Files from the Company Level Documents Tool |
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Users with 'Standard' level permissions can only view a file or folder that they have access to. | ||
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Email Folders from the Company Level Documents Tool |
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Users with 'Standard' level permissions can only view a file or folder that they have access to. | ||
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Export Information from the Company Level Documents Tool |
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Manage File and Folder Tracking in the Company Level Documents Tool |
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Manage Permissions for Company Level Documents |
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Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool |
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Users with 'Standard' level permissions can only view a file or folder that they have access to. | ||
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Print a File or Folder |
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Rename a File in the Company Level Documents Tool |
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Rename a Folder in the Company Level Documents Tool |
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Reset a Checked Out File |
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Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin |
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Search for and Filter Company Level Documents |
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Upload a New Version of a File in the Company Level Documents Tool |
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This action can be taken offline. Tasks performed offline will be synced with Procore once a network connection has been reestablished. | ||
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Upload Files to the Company Level Documents Tool |
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Upload Folders to the Company Level Documents Tool |
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View a Previous Version of a File in the Company Level Documents Tool |
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View 'Private' Documents in the Company Level Documents Tool |
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Users with 'Read Only' or 'Standard' must also be added to the File Permissions or Folder Permissions for the document. | |
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View Documents in the Company Level Documents Tool |
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Users with 'Read Only' or 'Standard' level permissions can only view a file or folder that they have access to. |