Documents

Modified on Mon, 31 Mar at 7:59 AM

What is the Procore documents tool?

The Procore Documents tool is primarily used for document sharing and viewing rather than editing. The Procore Documents tool is useful to see new documents added this week or to track changes to specific documents or files.

How does Procore documents work with Egnyte?

To avoid conflicted copies it is best to use the version in Egnyte for editing via the Co- Edit function. The project folder in Egnyte (T:\Shared\CookBrothers\Auckland\01 Current Projects\project name) will automatically sync with the Procore Documents tool, provided their file structures match.

Track Documents

Upload documents to Procore

Track documents

What is document tracking?

Tracking documents in Procore means you will be updated via email when changes are made to the file.

To track a document or file, click the i (information) symbol next to the title. This will open the information tab.

In the information tab, click the Tracking dropdown arrow and select the Tracking tick box.

Note that only Cook Brothers team members have access to the Documents tool - to share documents externally use an Egnyte share link.

Manual uploads should be unnecessary due to the Procore-Egnyte automatic sync function. This means that you can upload your files to Egnyte and they will be synced to Procore, this is recommended over uploading directly to Procore.