Getting Started with Document Management - Welcome to the Guide
This guide helps you set up Procore's Document Management tool for the first time by providing the following:
- An introduction to the Document Management tool and processes.
- Topic overviews, best practices, examples, and action items.
- Videos and step-by-step instructions.
We recommend starting with a test project using Procore's defaults while becoming familiar with the tool.
Prerequisites for this Guide
- Your company is part of the Document Management Limited Release (Beta).
- The Document Management tool is enabled for a project.
- The following permissions are enabled in Procore:
- Company Admin permissions:
- 'Admin' level permissions to the Company level Directory tool.
- Document Management tool permissions:
- 'Admin' level permissions to the Document Management tool.
- Added to a permission group with the 'Upload New Files' and 'Submit New Files' permissions enabled.
Note: Procore provides a default 'Document Controller' permission group that you can add yourself to.
- Optional: Workflows and Correspondence tool permissions:
- For configuring and starting workflows for documents, 'Admin' level permissions to the Company level Workflows tool.
- For attaching documents to correspondence items in a project's Correspondence tool:
- 'Standard' or 'Admin' level permissions on the item's correspondence type.
OR
'Read Only' level permissions on the item's correspondence type with the 'Create Item' granular permission enabled on the permissions template.
- 'Standard' or 'Admin' level permissions on the item's correspondence type.
- Company Admin permissions: