The Model Manager (Beta) features and documentation are subject to change without notice. (Note: At the launch of the Beta, only 'Admin' level permissions are available. Additional permissions will be phased in during the product lifecycle).
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.
If you are uploading revisions of documents, Procore will identify revisions based off the Name and Format fields of existing documents. The value in the Revision field will automatically be updated with the next available character. See What data can Procore automatically populate when uploading files to the Document Management tool?
Navigate to the project's Document Management tool.
Click Upload.
Select the files that you want to upload.
Tip! If you want to upload files in bulk, the following actions are available:
To select multiple files individually: Hold down the CONTROL key on your keyboard and click each file that you want to select.
To select a group of files at one time:
Click the first file that you want to select.
Hold down the SHIFT key on your keyboard and click the last file you want to select.
This selects all files in between the first and last file.
In your computer's file explorer window, click Open to confirm the upload.
The status of the upload is shown in an Uploads window at the bottom of the screen.
This window can be accessed from any tab and will remain open until you close it.
If you want to review a document in the viewer, you can hover over the green check 
icon in the Uploads window and click Review.
After documents have been uploaded, you can view them on the Uploads tab.
Documents are shown as 'Processing' in the 'Ready to Submit' column while the system detects and populates information. You can start to review and fill out information as needed from the table or viewer. The system will not override any information that you enter manually.
If a workflow is applied to a document, the status field is not editable because the workflow controls the document's status.
During the upload process, Procore automatically detects metadata from your files. Look for the following icons next to fields:
Green 
icon: Indicates the field was successfully auto-detected from the file.
Warning Icon (Yellow 
/Red
icons): Indicates a detection failure (for example, unsupported file format, missing attributes, or inactive field values). Hover your mouse over the icon to view the specific reason for the failure and the recommended solution.