Procore's powerful Document Management Tool provides robust and sophisticated document management and archiving for your construction projects. With Procore's automatic revision control, project team members will always open the latest version of any document.
Construction projects require collaboration with multiple stakeholders, managing communications across teams and ensuring everyone is working from current updated construction documents such as drawings, variations and RFIs. In the construction industry, it is critical to have project documents organized into a single source of truth. This ensures that the entire construction team has the complete and updated information they need in order to get the job done right.
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In the cloud - With a cloud-based system, you can access project documents such as drawings, change orders, financial information such as budgets and costs, RFIs, submittals, and more from anywhere, even from the field on mobile devices such as smartphones and tablets.
Unlimited users, with robust permission and access control - make sure everyone on the project team, including subcontractors, vendors, and other external stakeholders have the information they need (and nothing more).
Version control - It should be easy for users to identify and access the most up to date version of any document, without second guessing. When a user attempts to open a document, they should automatically get the most updated version.
Security - Use a document management system that is secure, to keep your private information private. Look for a system that has had its security compliance validated and certified independently by a third party.
Integrated with other project management tools - documents are no good if they are sitting in a filing cabinet. Make sure your teams can interact with key documents during project execution, and always have the information they need linked to their other tools.
The Documents plugin for Autodesk allows users to export content directly from Revit or AutoCAD to the Documents tool in Procore. See Getting Started Guide: Documents Plugin for Autodesk. Additionally, files in documents can be opened and appended into Navisworks and then saved to the Documents tool. This integration helps empower team members to keep files up to date and reduce the risk of rework.
After spending time visiting with and listening to our clients on jobsites, it became apparent using Procore with third party applications such as Word, Excel, and others was inconvenient and cumbersome. Saving and syncing files to Procore from these applications took many unnecessary steps. We knew there was a better way, so we sought out to eliminate these time-consuming, menial tasks.
Often times, there are many files and folders in the Procore Documents tool. You can choose to sync some or all of your folders from the settings window. Once set up, Procore Sync works in the background ensuring you are working from the latest documents in Procore and any new contributions are saved back to Procore.
Procore Sync has been a huge time saver and a great document control tool," said Todd Pollick, Asst. Project Manager at Crowder Civil & Environmental. "The ability to 'Save As' removes the normal requirements of having to save to the desktop and upload into the web app or to the drive."
Connected preconstruction unifies key preconstruction processes, such as BIM, Coordination, Estimating, Bidding and more, on one centralized platform. This will help facilitate collaboration, streamline and automate processes, centralize access to data, and improve project outcomes....
Procore offers two powerful tools for managing files that you use on-site. Procore Photos Tool allows you to take photos on your smartphone or tablet, store & organise your digital photos, mark up your photos with details & comments as well as linking photos to specific projects. Procore Documents acts like a virtual filing cabinet for documents that your team needs when on-site.
For high-performance teams, the friction in their process comes when they get tired of needing to download Procore documents and images to their phones and then upload into the Microsoft Sharepoint space where their team is collaborating. Wouldn't it be easier if your team could select the files they need to discuss while they're in the Microsoft Sharepoint app?
With our latest integration, connecting Procore to Sharepoint, construction teams can access Procore Photos and Documents within Microsoft Sharepoint, enabling them to discuss site documentation, audits and images easily. If you're ready to reduce the friction in your team workflow and get access to your important files in your Teams folder, get in contact with one of our team today.
Collaborating over documents with a diverse set of stakeholders plays a significant role in making your construction projects successful. With odrive, you can bring even more value to files in Procore Company Documents and Project Documents repositories by making them more accessible to you, your team, and any outsiders that you work with.
No. Your authentication provider is separate from whatever storage you link to odrive. You can sign up using Facebook credentials, for example, and then link your Procore storage separately later on. However, if your Procore Admin is rolling out odrive to your company, they may require that you sign in using Procore, so it may be useful to check in with them first.
After signing up, you can link additional storage accounts such as Autodesk or SharePoint. We automatically link any storage associated with your sign-in provider initially. So if you chose Procore as your sign-in provider, we'll link your Procore account's Company Documents and Project Documents storage when your odrive account is created.
Yes, you can link multiple accounts from the same provider. Many users like that they can connect their work and personal Google Drive accounts as well. There's no limit on how many storage accounts you can link, including Procore accounts.
Your company name folder may appear slightly differently because odrive automatically shortens company names to make the overall path shorter (a frequently requested feature). See the FAQ question below for more information.
When you sign up for odrive with your Procore credentials, you are automatically enrolled in a 30-day free trial of Premium features (if you use a different sign-in provider, your trial may only last 7 days). We recommend that you start trying the features below since they represent capabilities that other Procore users find valuable. But you should also consider trying out any of the other Premium features that you find interesting before your trial expires.
Use of odrive Premium in a business environment requires a Business Subscription. A Business Subscription is also required for upgrading to Premium while using a business-centric integration such as Procore. Please contact [email protected] in order to have a discussion about your needs.
Business Subscriptions start at $15/month per user, but alternative discounted plans (such as site-wide licenses for all of your company's Procore users) may exist depending on the size of your deployment and specific needs. Your sales representative can provide additional details and options. Please contact us--we'd love to hear from you!
At any time during your evaluation of odrive, you can get help by sending us an email at [email protected] or by leaving us a note on the user forum. These are the quickest ways to get help.
No. You can link your Procore storage (and any other storage) to odrive with a free account. You only need Premium to utilize any of the Premium universal storage features that odrive unlocks for any linked storage.
For convenience, we link any associated storage from the sign-in provider you pick (so we would connect your Google Drive storage if you sign up using your Google user). But you could remove this link or link other Google Drive accounts at your leisure.
Your Procore admin may wish for you to create your user account using your Procore credentials, however, especially if they are paying for Premium for you. So please talk to your Procore admin if you are unsure.
Note that if you lose the ability to log in to Procore, you won't be able to sign in to your odrive anymore. So if you left your company and your company disabled your Procore account, you'll have problems signing in to odrive again in the future (rather than just losing access to the storage link if you had chosen a different sign-in provider).
Each time you try to link Procore storage, you have to specify what Procore user you are using to connect with. The backend storage permissions (Procore storage permissions) of the user account used to link to Procore will dictate the permissions that are enforced by the Procore API when you make changes within that storage link in odrive.
Next, you choose to link another Procore storage using Procore User B's credentials. Even though you signed up for odrive using Procore User A, you always have Procore User B's permissions when you access your storage under Procore User B's storage folder in odrive.
By sharing through odrive, you are effectively authorizing them to access your storage as you. However, you maintain control over the sharing relationship in the sense that you can always delete the weblink or revoke a space membership. Also, you never had to tell them your storage account credentials, so this is a convenient way to share while keeping credentials confidential.
If my user has read-only permissions to the Documents tool within Project A and I share an odrive Space to a folder within this project, the other space members will only gain read access to the files there. They will be unable to make changes since the user that shared access with them does not have permission to make changes to the folder either.
Procore users will only be able to upload insurance documents on behalf of subcontractors with global-level insurance requirements if they have permission to access the Procore company-level view. Learn more about "project-level" vs. "company-level" access in Procore's help center here. 152ee80cbc
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