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\Region\02 Active Projects\project name) will automatically sync with the Procore Documents tool.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. Was this article helpful?
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