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.
While Procore accounts already have access to a 'Documents' tool that can be used for storing, viewing, and sharing documents at the Company and Project level, Procore will be offering a separate 'Document Management' tool that includes a more robust solution for managing and collaborating on documents. See About the Document Management Tool.
See the table below for a comparison of the Documents and Document Management tool in Procore.
Action | Documents Tool | Document Management Tool |
|---|---|---|
Available on Web and Mobile |
|
|
Unlimited Storage |
|
|
Upload Documents |
|
|
Store Documents |
|
|
View Documents |
|
|
Download Documents |
|
|
Email Documents |
|
|
Search and Filter Documents |
|
|
Create Folders |
| |
Create Saved Views |
| |
Configurable Folder Permissions |
| |
Configurable Attribute Permissions |
| |
Create and Manage Permission Groups to Automate Permissions to Documents |
| |
ISO 19650 Compliance |
| |
Set Naming Standards |
| |
Set Upload Requirements |
| |
Standardize Document Attributes |
| |
Add and Manage File Attributes |
| |
Review and Submit Uploads |
| |
Approval Workflows for Documents |
| |
Document Markup |
|
Loading related articles...
