Each project contains the KBD Group standard folder structure (including sub-folders).  This creates and maintains a consistent platform for ALL of our employees and users across ALL projects.  The folders are based on the Operations Manual and should not require any modification.

Should a new folder be required, click New then select Folder.  Provide the folder a name then click Create.

New folders should follow the naming convention seen in the image to the right; two-digit number followed by the underscore character then an abbreviated name (e.g ##_ABC)*.

* This is critical to prevent issues synchronizing data between this tool and other computers.

Folders that are visible only to KBD Group employees are considered Private while those that can be seen by everyone are considered Public.  To make a folder or file private, click the padlock icon.  See images below illustrating this.

Folders and files that are private to KBD Group are indicated by the closed padlock: FOLDER: KBDG
Folders and files that are public and visible to everyone are indicated by the open padlock: FOLDER: PUBLIC

Access may be granted to private folders and files on an as-needed basis.  Contact the Procore administrator for assistance with this.

Folder tracking is a feature that automatically notifies a user when a change is made to that folder or one of its sub-folders.  The notification not only identifies the change but also provides a hyperlink to the new or modified part.

To enable this, select the folder to be tracked then check the box located towards the top right portion of the page that is appropriately labeled as such: Track Folder:

New files can be saved to the tool by first navigating to the desired folder then clicking New and selecting File Upload.

In the popup window either click the link to Attach File(s) or drag and drop files from the computer.  When complete click Upload.

Revisions to files can be uploaded by navigating to the desired file then utilizing the Upload A New Version tool.  Click Browse… select the file, add comments, if desired, then click Upload.

Doing so will update the Version Log for each file.

With each successive update of a file a log entry is created automatically.  This entry includes the time and date as well as the name of the user that saved the file.  This provides transparency into the history of the document as well as the ability to download previous versions of that file.

Navigate to the desired file.  In the main part of the screen scroll to the portion aptly named VERSION LOG.  This portion may be collapsed initially, click the icon to expand it.

In the grid the various entries are displayed.  To download a previous version of the file, click the icon.

Tags are a new feature but not a new concept.  Tagging allows for unique identifiers to be added to a file that will assist a user in locating or otherwise categorizing it.  It is a modern-day alternative to placing items in a folder without the risk of it being buried within sub-folders.

Navigate to the desired file.  In the main part of the screen scroll to the portion aptly named FILE TAGS.  This portion may be collapsed initially, click the icon to expand it.

Click Manage Tags then enter a tag name.  Search for or enter the name of a tag, press Enter to apply additional entries (multiple tags can be applied to each file).

When complete click Set Tags.

REMOVE TAGS

To remove a tag, click Manage Tags then click the white X on the desired tag to remove it. 

When complete click Set Tags.

All files are indexed and can be retrieved using the search bar at the top of the screen.  Additionally, files can be filtered based on other parameters, including their upload date, creator and tags.

Enter a search term will display all files containing the word, or words, typed in the search bar.

Add a filter by clicking the Add Filter dropdown.  This will prompt the user to select from a list of options available.

To remove a filter, click the X within that filter (in the example above it is to the left of Tags)

Procore Sync is a tool available only to users with Administrative access to the Documents tool (i.e. KBD Group employees).

This tool gives users the ability to work with files on their computer while automatically saving them in the Documents tool.  Eliminating the need to save files onto “the server”.

Contact the Procore administrator to obtain this software.

Learn more by visiting Procore’s support site:
https://support.procore.com/products/procore-sync

Procore Drive is a tool available to all users with access to the Documents tool on a project – both KBD Group employees & non-employees.

This tool gives users the ability to work with files on their computer then upload them into the Documents tool without logging into the web site.

Click Here to download the software.

Learn more by visiting Procore’s support site:
https://support.procore.com/products/procore-drive/user-guide

Aside from Procore Sync and Procore Drive, users can email files into the Documents tool.  Each project and folder have unique email addresses that can receive attachments.

Click the folder with the project name then look for the IMPORT OPTIONS section in the main page. This section may be collapsed by default, click the to expand it.

Under the heading To Email Files To This Project locate the project email address. Files send to this address will appear in the folder named Emailed documents.

Learn more by visiting Procore’s support site.
https://support.procore.com/products/online/user-guide/project-level/documents