Set It Up
Now that you've learned about how documents are organized in the Document Management tool, you're ready to complete the following action in Procore:
Action Items
Create Saved Views
Create Saved Views
For categories an admin wants people to have quick access to, they can set the saved view's access to 'Everyone in the Project'. In addition, any user can create their own personalized views.Note: Currently, project saved views must be created within each project individually, but in the future you'll be able to standardize saved views across multiple projects within your company.