Overview
About the Tool
Procore's Document Management tool is a document management system that automatically organizes your documents according to their attributes. Quickly find the documents you need with confidence that you're opening the latest approved revision and that only people who should see it have access.This tool is designed for companies needing a unified, configurable solution for managing information and approvals across all stages of a construction project.
With the Document Management tool, companies can:
Configure document permissions based on each revision's attributes such as status, type, or discipline.
Help team members access, review, approve, and manage documents in a streamlined way from one centralized system.
Have the same benefits as gained with the original Documents tool in Procore, while adding features such as document approval workflows with markup, more precise permissions, metadata tagging, and enforceable naming conventions.
For tutorials, videos, and additional resources, see Document Management.
Document Management
Initial Tool Setup
General Tool Process
