Set It Up
Now that you've learned about approval workflows for the Document Management tool, you're ready to complete the following actions in Procore:
Action Items
Assign Workflow Permissions
Create a Document Management Workflow Template
Assign the Workflow to a Project
Configure a Workflow for the Project
Start a Workflow on Documents
1. Assign Workflow Permissions
If you haven't already, set up permissions for Workflows.For any users that will be part of an approval workflow, you'll need to assign granular permissions for the Workflows tool in your permission templates.
You can also customize the actions reviewers can take on documents within an active workflow, such as who should be able to mark up documents.
2. Create a Document Management Workflow Template
Next, you'll want to create workflow templates in the Company level Workflows tool.
3. Assign the Workflow to a Project
After the workflow template is created, you'll need to assign it to the projects that you want to use it on.
4. Configure a Workflow for the Project
Before being able to use workflows in the Document Management tool, you'll need to configure the workflow for the project, which involves assigning reviewers to individual steps. You can also set whether or not you'd like to use one of these templates as a default for newly uploaded documents.
5. Start a Workflow on Documents
When documents are uploaded to the project, a workflow can be assigned to documents in the 'Assigned Workflow' column. After a document is submitted, the assigned workflow will begin at the first step, and reviewers will be notified.
Note: If you bulk submit documents together, reviewers will get a single email with all of the documents requiring their attention, rather than separate emails for individually submitted documents.