The Document Management tool is available in select countries. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.
When the Document Management tool detects certain types of errors, such as an incomplete workflow configuration, it signals to Project Admin the presence of an issue. A general error banner appears at the top of the main list view page in the tool, and when you hover over a error icon next to the document name, a message appears with more details about the error.
When these notifications appear, a new 'Action Required' saved view also appears for the Project Admin in the saved views panel. It provides a list of the documents with errors needing attention. This temporary saved view disappears as soon as all errors are resolved.
Use the following two strategies and the chart below to troubleshoot issues that the Document Management tool identified:
Error icons next to file names: Hover over each error 
icon to discover the issue and suggested next steps.
'Action Required' saved view: This saved view provides a list of problematic documents for project admin to work through. Once all issues are remedied, this saved view disappears.
This chart lists the types of errors the Document Management tool can currently identify. You can also explore the Document Management and Workflow tool tutorials for more information.
Erro | Descrição | Opções de solução |
|---|---|---|
Fluxo de trabalho bloqueado | Usuário removido do diretório do projeto ou diretório da empresa, mas ainda existe em uma etapa fluxo ou como gerente fluxo. | Remova o usuário das etapas fluxo. OU Adicionar novamente o usuário de volta ao projeto. |
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