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.
A native SharePoint integration is now available for the Document Management tool, allowing eligible users to link and upload files directly into Procore. Learn more about this open beta and how your Procore point of contact can help your team enable it.
The native SharePoint integration allows project team members and external collaborators with upload permissions to link files directly from Microsoft 365 SharePoint sites into Procore's Document Management tool (available on both the Documents and Uploads tabs) without having to manually download and re-upload files. A project supports up to five (5) active SharePoint tenant connections, which can be managed by Project Admins via the Integration Manager in Project Setting
No. This is a one-time file intake method, not a continuous live sync. It does not automatically sync changes or update on a schedule by default.
Batch Limit: You can link up to 500 files per action.
Size Limit: Maximum file size is 1 GB per file.
Empty Files: Empty (0-byte) files are blocked and will trigger an error message.
Yes. Once the files finish processing, they have full feature parity with standard manual uploads, including automated metadata capture, attribute configuration, and downstream workflows.
Eligible Users:
To connect a SharePoint site: Requires 'Admin' level permissions on the Document Management tool to manage the initial integration setup and site connection.
To link and upload files from SharePoint: Requires 'Standard' or 'Admin' level permissions on the Document Management tool with the 'Upload New Files' permission enabled (available to both project company employees and external collaborators).
Connection Limits: A single project supports up to five (5) active SharePoint tenant connections. If a project reaches this limit, additional sites cannot be linked until a Project Admin disables an existing connection in Project Settings > Integration Manager.
Platform Limits: The feature is currently web-only. There is no mobile app linking support at this time.
Visibility: The integration respects end-user SharePoint permissions. Users can only see and browse SharePoint content they are already permitted to access in their Microsoft environment.
See Why am I unable to link or upload files from a SharePoint site, and what happens to my existing files if a connection is disabled?
This occurs due to a common permission mismatch. While an individual user can successfully authenticate with their personal credentials to browse files, the backend import or sync process will fail if the initial app-level admin authorization is incomplete.
To resolve this, your IT/SharePoint Administrator must complete the First-Time Administrative Setup steps to ensure the backend sync has the authority to retrieve the files.
File processing is handled asynchronously to ensure scale, system performance, and reliability. Larger upload jobs may take a few moments to process. You can check the progress and status of your linked files by navigating to the All Document Uploads tab.
This occurs due to a common permission mismatch. While an individual user can successfully authenticate with their personal credentials to browse files, the backend import or sync process will fail if the initial app-level admin authorization is incomplete.
To resolve this, your IT/SharePoint Administrator must complete the First-Time Administrative Setup steps to ensure the backend sync has the authority to retrieve the files.
File processing is handled asynchronously to ensure scale, system performance, and reliability. Larger upload jobs may take a few moments to process. You can check the progress and status of your linked files by navigating to the All Document Uploads tab.
See how to Link Files from SharePoint to the Document Management Tool and how to Manage SharePoint Connections in the Integration Manager in the Documents Management Tool .
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