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.
This integration enables eligible project-company employees to securely authenticate their SharePoint account and link external project documents natively into Document Management. Files are processed asynchronously and mirror standard manual upload behaviors once uploaded.
Required Permissions:
To connect SharePoint sites: Requires 'Admin' level permissions on the Document Management tool to access the Integration Manager and set up the connection.
To link and upload files: Requires 'Standard' or 'Admin' level permissions on the Document Management tool with the 'Upload New Files' permission enabled.
Connection Limits: A project supports up to five (5) active SharePoint tenant connections. If a project has reached the 5-connection limit, contact your Project Admin to manage active connections in the Integration Manager.
Collaborator Access: Both project-company employees and external collaborators with upload permissions can connect their respective SharePoint sites/tenants.
Limitations:
Maximum of 500 files per single linking action.
Maximum file size of 1 GB per file.
Empty (0-byte) files are blocked and will trigger an error message.
Additional Information:
This is a one-time file transfer. Continuous manual or automatic syncing of previously linked files is not supported.
Selecting/importing an entire SharePoint folder at once is not supported; individual file selection is required.
This feature is currently not supported on mobile devices.
Before project team members can link files from SharePoint, a Microsoft 365/SharePoint Administrator must complete a one-time authorization flow.
Grant Microsoft Tenant Admin Consent: The company's Microsoft 365 Admin must grant the required consent to the Procore integration app registration during the initial connection.
Note: The IT/SharePoint admin performing these steps is typically a different person than the day-to-day project uploaders.
Once admin consent is completed, users with upload permissions can log in, access, and browse SharePoint files directly from within the Document Management tool.
Navigate to the project's Document Management tool.
Navigate to either the Documents tab or the Uploads tab.
Click the Add button in the top right corner and select Link from SharePoint.
In the Link from SharePoint modal, enter the SharePoint subdomain prefix in the SharePoint Site text field. For example, https://[your-subdomain].sharepoint.com.
Click Login to SharePoint.
Provide your Microsoft 365 credentials when prompted.
If you receive an error stating If you receive an error stating This Project has reached its SharePoint connection limit. Enter a different site, or contact your Project Admin to manage connections., your project has reached the 5-connection limit. Contact your Project Admin to manage active connections in the Integration Manager.
If you receive an error stating This SharePoint site is disabled. Enter a different site, or contact your Project Admin to enable the connection., a Project Admin has turned off this tenant connection. Contact your Project Admin to re-enable it.
If you receive an authentication error, verify with your Microsoft Administrator that the first-time tenant admin consent steps were completed.
After a quick, one-time authentication, you can seamlessly browse and access your file directories without leaving Document Management.
Navigate through your accessible SharePoint site directories and libraries directly inside the file-browsing modal.
Select the specific files you want to transfer.
Note:
Selecting or importing an entire SharePoint folder at once is not supported. Individual file selection is required.
You can select up to 500 files per action, with a maximum size limit of 1GB per file. Empty (0-byte) files are blocked and will trigger an error message.
Click Link Items.
All linked files will begin processing asynchronously and will shortly appear in your All Document Uploads tab. Once they appear, they require the exact same metadata review, attribute configuration, and processing steps as standard manual uploads before final submission.
Learn how to Manage SharePoint Connections in the Integration Manager in the Documents Management Tool.
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