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.
Required User Permissions:
'Admin' level permissions on the Document Management tool,
OR
'Standard' level permissions with the granular permission Act as Workflow Manager enabled.
Prerequisites: The Allow Terminate Workflow setting must be toggled ON in the project's Workflow tool settings.
Navigate to the Document Management tool.
Navigate to the Upload tab.
Upload your new revision. If a workflow conflict exists, the system displays a Workflow Alert modal.
Review the conflicting revision's details, such as the Workflow Name, Step, and Status.
Select the New Revision you want to submit.
Enter a reason in the Termination Reason field, for example, New revision submitted.
Choose a Termination Status to apply to the previous revision.
Click Continue, and then click Confirm.
This view will only appear if there are documents currently containing conflicts. If no conflicts exist, the view remains hidden. Visibility is limited exclusively to Admins. Standard users will not see this view, regardless of document status.
Navigate to the Action Required tab in the Document Management tool.
Locate items with a Workflow Conflict notification.
Click the item to open the Resolve Conflict window.
Select the revision you want to proceed with and provide termination details for the superseded revision.
Click Confirm.
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