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.
Required User Permissions:
'Standard' or 'Admin' level permissions to the project's Document Management tool.
Note: You can only see documents that you have access to. How do permissions work in the Document Management tool?
To Export Workflow History: 'View Workflow History' permission on the Document Management tool.
Additional Information:
Exporting and Downloading Content:
Tab-Based Exports: You can export tabular data and document lists from any tab in the Document Management tool, and exports respect any applied filters or table settings. Downloading document markups (Public, Private, and Workflow layers) is supported exclusively from the Documents tab.
Automatic Item Filtering for Bulk Downloads: When performing bulk exports or downloads across multiple selected items, Procore automatically skips any items you do not have permission to download, as well as non-document items like empty placeholders. Skipping these items prevents export errors and lets you proceed with the download without manually identifying and deselecting restricted files.
Standard document list exports are limited to 10,000 documents at one time.
Workflow & Markups History Bulk Exports: Limited to a maximum of 300 documents per bulk action. Selecting more than 300 items will disable the workflow history export option.
Navigate to the project's Document Management tool.
Select the method based on the information you want to export:
Export Document List Information (Standard CSV)
Export Workflow History (PDF or CSV)
Click the tab that you want to export information from.
(Optional) Apply search/filters, Saved View or adjust table settings to narrow down the documents. See Search for and Filter Documents in the Document Management Tool.
If you only want to select specific documents, mark the checkbox next to each document. See Configure Your View in the Document Management Tool.
Click Export > CSV.
A CSV file containing your table view data will download to your computer.
To Export History for a Single Document:
Click on the document to open it in the viewer.
Open the Workflow tab.
(Optional) Click View Event History from the ellipsis menu to open the full-page, filterable Workflow History view.
Click Export and choose Export History (PDF) or Export History (CSV).
To Export History in Bulk (Multiple Documents):
On the Documents tab, select the checkboxes next to the desired documents (up to 300 items).
In the top action bar, click Download > Workflow History.
Select PDF or CSV.
A system notification will confirm that your export is processing. Once complete, your browser will download a ZIP file containing individual PDFs or CSVs.
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