Company Documents

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

Popular Tutorials (view all)

Quick Links

Company Level Documents

Important

Permissions

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

Note

Wskazówka

Company Level Documents

Important

Permissions

Recent Changes