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.
In the Document Management tool, a placeholder is a digital reservation for a document that is expected but not yet available. It allows project teams to track a future deliverable before the actual file is uploaded. Currently, in Phase 1, you can only upload a single document to a placeholder; bulk upload capabilities will be introduced in Phase 2.
A placeholder acts as a structured container that defines:
What is needed: Document name and type.
When it’s due: Specific deadlines for submission.
Who is responsible: Assigning ownership to a subcontractor or consultant.
Instead of relying on fragmented spreadsheets or misusing the Submittals tool, placeholders allow you to:
Centralize Tracking: Keep all expected deliverables in one place rather than external trackers.
Ensure Consistency: Pre-define naming conventions and metadata before the file even exists.
Drive Accountability: Easily identify missing or overdue documents to avoid project delays.
Align with Plans: Seamlessly manage requirements from MIDPs and TIDPs.
Once the actual file is ready, it simply replaces the placeholder, instantly inheriting all the pre-set information.
Learn how to Create and Manage Placeholders in the Document Management Tool.
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