The Document Management tool is available to accounts in the following countries: United Kingdom, Ireland, Australia, and New Zealand. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.
A native SharePoint integration is now available for the Document Management tool, allowing eligible users to link and upload files directly into Procore. Learn more about this open beta and how your Procore point of contact can help your team enable it.
You may run into issues linking or uploading files for two common reasons:
This Project has reached its SharePoint connection limit: Procore projects allow a maximum of five (5) total SharePoint tenant connections at any given time. You must enter a site URL belonging to an existing connected tenant, or contact a Project Admin to manage or disable unused connections.
This SharePoint site is disabled: A Project Admin has deactivated the SharePoint connection for that specific tenant domain. You will need to contact your Project Admin to request that they re-enable it.
Managing Connections & File Safety: Project Admins can manage, re-enable, or disable tenant connections in the Integration Manager (Admin tool > Project Settings > Integration Manager).
Disabling a SharePoint connection will not affect existing files. All previously uploaded or linked files remain completely intact and accessible within Procore. Disabling a connection only prevents team members from creating new links or uploads until a Project Admin re-enables it.
See how to Link Files from SharePoint to the Document Management Tool and how to Manage SharePoint Connections in the Integration Manager in the Documents Management Tool.
Loading related articles...