FAQ/Troubleshooting
- Can I use the 'Status' field in the Document Management tool to track a document's intended purpose as described in ISO standards?
- Document Management: General FAQ
- Does the Document Management tool support folders?
- How are locked or restricted PDF files handled in the Document Management tool?
- How can I improve the accuracy of data populated in the Document Management tool?
- How do I resolve document errors in the Document Management tool?
- How do permissions work in the Document Management tool?
- How does Procore decide which document version is the latest in the Document Management tool?
- How does the Recycle Bin work for Uploads and Placeholders in Document Management?
- How does the SharePoint integration work in the Document Management tool?
- What are Placeholders in the Document Management Tool?
- What are the different fields in the Document Management tool?
- What data can Procore automatically populate when uploading files to the Document Management tool?
- What Document Management configurations are included in Procore Project Templates?
- What file types and formats are supported in the Unified Attachment Viewer?
- What granular permissions are available for Document Management Workflows?
- What happens when I import a Document Management file into the Drawings tool?
- What is a Collection in the Document Management tool?
- What is a naming standard in the Document Management tool?
- What is the 'Code' field on the project creation page?
- What is the difference between Document Management attachments and attachments from other tools?
- What is the difference between the 'Documents' and 'Document Management' tools in Procore?
- What keyboard shortcuts are available in the Unified Viewer?
- What should I know about exporting Workflow History and downloading documents with markups in Document Management?
- What should I know about Packages in Document Management?
- Which tools can attach Document Management files?
- 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?
- Why can't I delete certain saved views in the Document Management tool?
- Why can't I submit my document revision for a workflow?
- Why can't I turn off certain document 'Types' for the Document Management tool?