The Document Management tool is available in select countries. 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:
'Admin' level permission to the Company level Admin tool.
Note: Users with 'Admin' level permissions to Document Management tool can show or hide default field options for a specific project on the Configure Settings page. See Configure Settings: Document Management.
Additional Information:
Default fields required by Procore can't be turned off or removed. See Why can't I turn off certain document 'Types' for the Document Management tool?
Fields for the Document Management tool can be managed at the Company and Project level. See the following options:
Configure Custom Fields, Fieldsets, and Default Fields for Projects
Navigate to the Company level Admin tool.
On the sidebar, scroll down to 'Tool Settings' and click Document Management.
Click the Custom Fields tab.
Click Create Custom Field.
Enter a name and select a field type for your custom field.
Click Create.
Your new custom field is now available for use in the following scenarios:
Fieldsets
Naming standard - Consider adding a custom field to the naming standard if it's one of the following field types: company, location, number, plain text (short), or single select (dropdown)
Permission groups - Consider adding a custom field to the permission standards if it's one of the following field types: company, location, or single select (dropdown).
Column in the Document Management tool's search results
Filter for the Document Management tool's search results, including when exporting column data.
Navigate to the Company level Admin tool.
On the sidebar, scroll down to 'Tool Settings' and click Document Management.
The Fieldsets tab opens automatically.
Click Create New.
Enter a name for the fieldset and click Create.
On the 'Edit Fieldset' page, mark the Required checkbox next to any additional fields that you want to make required.
Note: Fields provided by Procore cannot be turned off, and required fields (Name, Revision, Status, and Type) cannot be marked as optional. For more information on the fields, see What are the different fields in the Document Management tool?
Optional: Click Add Custom field to create a new custom field or to select from existing custom fields.
A banner at the top tells you how many existing custom fields you've already added to the current fieldset. For information about where custom fields appear, see Create Custom Fields.
Click Save.
In the 'Apply changes to project(s)?' window, click Assign Projects to add the fieldset to projects.
In the 'Assign Projects' window, mark the checkbox next to each project you want to apply the fieldset to and click Update.
In the 'Apply changes to project(s)?' window, click Confirm.
Optional: To set a fieldset as the default for new projects, click Set as Default.
Navigate to the Company level Admin tool.
On the sidebar, scroll down to 'Tool Settings' and click Document Management.
Click the Default Fields tab.
You can manage options for the following fields:
Classification: A specific sub-type of a document type.
Discipline: The discipline associated with this document.
Status: The state of a document as it goes through a process.
Type: The different categories of documents, like drawings, specifications, or models.
Volume / System: A complete set of equipment that works together for one role or purpose.
Click the arrow 
icon next to a field name to show options for that field.
Click Edit.
Modify the options for the field as necessary:
To rename an option's Code or update its Description, click into the field and enter the updated text.
To hide an option, clear the checkbox.
To show an option, mark the checkbox.
To add an option, click Add Option.
To delete an option, click the delete icon.
When you're ready to save the changes, click Save.
Procore also allows project Admins to edit field option descriptions for a single project from the Document Management tool's Configure Settings Configure Settings 
page. See Configure Settings: Document Management.
Within a project's Document Management tool, you can customize which options show for fields that have multiple options. For example, you can select which options show for the 'Discipline' field, since it's a Single Select Dropdown menu.
Navigate to the project's Document Management tool.
Click the Configure Settings icon.
Click the Documents tab.
Click the arrow icon next to 'Document Fields' to expand the section.
Each field is listed with its name, field type, and description.
Click on the field that you want to manage.
Note: Currently, you can only manage field options for Single Select Dropdown fields (such as Status, Type, and Discipline). If you click on another field type, you'll see information about the field, with no 'Edit' button available.
Click Edit Field.
Select which field options you want people to be able to select in the tool:
To hide an option, clear the checkbox.
To show an option, mark the checkbox.
Click Save.
Loading related articles...