Set It Up
Now that you've learned about upload requirements for the Document Management tool, you're ready to complete the following actions in Procore:
Action Items
Edit the Default Rule
Optional: Create Conditional Rules
1. Edit the Default rule
In the 'Upload Requirements' section of the Configure Settings page, review the default rule and make changes as necessary. You can choose whether the naming standard should be enforced, select the fields that will be required for uploaded documents, and decide if duplicate revision identifiers are allowed.
Note: The Status, Type, Revision, and Name fields are always required as well as any other fields you decided to require within your company’s fieldset for the Document Management tool.
2. Create Conditional Rules
If certain types of documents need different requirements than the default rule, create one or more conditional rules in the 'Upload Requirements' section of the Configure Settings page. For example, choose different required fields or decide not to enforce the naming standard.