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 new Packages feature is now available for the Document Management tool, allowing project teams to group, track, and sequentially review related documents and placeholders in a dedicated workspace. Learn more about this open beta and how your Procore point of contact can help your team enable it.
If you've been assigned to review a document as part of a workflow, you can view the document, access options such as markups, and enter your response. See Respond to a Custom Workflow. For more information about workflows in the Document Management tool, see About Workflows in the Document Management Tool.
Required User Permissions:
You need both:
'Standard' or 'Admin' level permissions to the Document Management tool.
Added as an Assignee for a step in the workflow. See How do permissions work in the Document Management tool?
Additional Information:
All users with permission to view a document can view that document, whether it has a workflow associated with it or not. However, only people who have been assigned to a step in the workflow will see the Workflow panel.
Bulk Workflow Responses: To submit a single response for multiple documents at once (from the Documents tab or a Package Items table), all selected documents must:
Use the exact same workflow template.
Be on the exact same active step in the workflow template.
Have your user account assigned as a current responder on that step.
(If any of these conditions are not met, the bulk response option will be disabled.)
You can quickly access the document from the 'Action Required' email sent from Procore.Note: You'll need to log in to Procore if you're not already logged in.
Navigate to the project's Document Management tool.
Select how you want to access and review your documents:
Review Package Documents in Succession
Review an Individual Document
Click the Packages tab and select a Package to open its detail page.
In the Package Items section, click Review Package.
The Viewer will launch in a new tab. Use the left and right navigation arrows in the top bar to step through all Package documents sequentially.
Review the document and respond to the active workflow step in the side panel as detailed in Respond to the Workflow steps below.
Access the target document using one of the following methods:
From the Documents tab: Click the Documents tab, then select the Assigned to Me saved view in the In Review collection.
Note: You can also access assigned documents from other saved views, such as 'All Documents'.
From a Package: Click the Packages tab, open a specific package, and locate the document in the Package Items list.
Click the name of the document you want to review to open it in the Viewer.
In the Viewer, click the Workflow 
icon to open the Workflow panel.
(Optional) To add markups to the document, use the markup tools in the toolbar. See Add Markups in the Document Management Tool.
(Optional) If you have the 'Can Be Workflow Manager' granular permission, click the vertical ellipsis 
icon to perform administrative actions:
Manage Assignees: Invite additional reviewers for the current step.
Restart Workflow: Reset the workflow back to the beginning.
Note: This requires all completed steps to be repeated and cleared prior comments/attachments.
View Workflow Template: Open a visual diagram of the workflow template in the side panel. If you need to apply a different workflow template, see Start a Workflow in the Document Management Tool.
When ready to submit your review, click Respond.
Complete the response fields:
Response: Select your response from the drop-down menu.
Attachments: (Optional) Click Upload Files, Attach from Project, or drag and drop files to attach supporting documentation.
Reason for Response: (Optional) Enter comments explaining your decision.
Click Submit.
After you submit your response, your name will no longer appear in the 'Pending Assignee' column in the Document Management list view. This confirms that your action for the current workflow step is complete.
Select the checkboxes next to the documents you want to respond to:
From the Documents tab
Tip! It may be easiest to find these documents by clicking on the saved view called Assigned to Me in the 'In Review' collection.
From the Package Items table on a Package detail page.
In the top toolbar or action menu, click the Workflow icon or select Submit Workflow Response.
Enter your response details for the selected documents:
Response: Select a response from the drop-down menu.
Attachments: (Optional) Click Upload Files or Attach from Project (or drag and drop files from your computer) to add supporting files.
Reason for Response: (Optional) Enter comments to explain your decision.
Click Submit.
Your response is automatically submitted simultaneously for all of the selected documents.
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