regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.
答案
A collection is a group of saved filters in the Saved Views panel of the Document Management tool. Collections keep saved searches organized so users can quickly find the document revision needed in their specific context. For example, admins can set up a collection for field users that automatically pulls in only the latest published version of each drawing for a specific location. Newer revisions of these drawings may exist, but field users should only work from approved (published) versions.
Procore automatically provides two document collections called 'In Review' and 'Published,' and project Admins can create additional collections using filters. Within a Collection, any user can create a saved view that narrows the search results even more. For example, an electrical engineer may want a saved view that shows only electrical drawings. By placing this saved view in the ‘Published’ collection, the engineer makes it easy to access a dynamic list of all the project’s published electrical drawings.
管理员可以创建和编辑集合。
集合名称下的第一个保存的视图包含符合该项目集合筛选器的所有文档。当尝试使用除集合使用的筛选器之外的其他筛选器创建新的保存视图时，这通常是要点击的最佳保存视图。要了解集合中使用的筛选器，请点击信息
搜索结果上方该集合名称旁边显示的图标。
所有用户都可以在集合中创建保存的视图。 个人用户可以创建仅对他们可见的保存视图，管理员可以为项目中的每个人创建保存的视图。请参阅在文档管理工具中创建保存的视图。
