项目文件
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- 在文档工具中将相关项添加到文件
- 在项目级别文档工具中添加或编辑文件描述
- 从文档工具自动发布模型修订
- 在项目级别文档工具中更改文件夹或文件的权限设置
- 在项目级别文档工具中签入或签出文件
- 配置高级设置:项目文档
- 在项目级别文档工具中新建文件夹
- 为文档工具创建标准项目文件夹结构
- 在项目级别文档工具中删除文件和文件夹
- 从项目级别文档工具下载文件和文件夹
- 在项目级别文档工具中下载文件的先前版本
- 下载适用于Autodesk的 Procore 文档插件
- 移除重复的文件和文件夹名称(2016 年 10 月)
- 从项目级别文档工具通过电子邮件发送文件和文件夹
- 从项目级别文档工具导出信息
- 从模型文件导出对象数据
- 在项目级别文档工具中管理文件和文件夹跟踪
- 在项目级别文档工具中管理文件和文件夹的权限
- 在项目级别文档工具中管理和设置文件的标签
- 在项目级别文档工具中移动文件和文件夹
- 使用项目级别文档工具在 Microsoft Office 365 中打开编辑或文件
- 在项目级别文档工具中预览文件
- 从文档工具发布模型
- 从文档工具发布模型的新修订
- 在项目级别文档工具中重命名文件
- 在项目级别文档工具中重命名文件夹
- 从项目级别文档工具的回收站中恢复文件或文件夹
- 搜索和筛选项目级别文档
- 从项目文档工具登录Microsoft Office 365
- 在项目级别文档工具中使用 DocuSign® 签署文档
- 在项目级别文档工具中对文档文件夹内容进行排序
- 在项目级别文档工具中跟踪文件和文件夹变更
- 将投标文件上传到文档工具
- 将文件或文件夹上传到项目级别文档工具
- 在项目级别文档工具中上传文件的新版本
- 将视频上传到项目级别文档工具
- 在项目级别文档工具中查看文档
- 使用公司级别文档工具在 Microsoft Office 365 中查看文件
- 在文档工具中查看和下载 3D 模型
Tip
To browse and search all Procore training videos, visit our video library.
Web
Upload Documents
Upload Bid Documents
View Documents
View Documents - Subcontractor as Collaborator
Manage Document Information and Settings
File and Folder Structure
Organize Files and Folders
Manage File Versions
Procore Drive
Publish Models from the Documents Tool
Mobile
Upload and View Documents (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Manage Permissions
Configure Document Settings
Subcontractor - View Documents
Field Worker - Upload and View Documents (Mobile)
Manage Documents
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor as Client - Manage Documents
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor as Client - Procore Drive
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Procore Drive
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Superintendent - Documents
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Manage Permissions
Upload Documents
View Documents
Manage Document Information and Settings
File and Folder Structure
Organize Files and Folders
Manage File Versions
Procore Drive
Mobile
Upload and View Documents (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - Upload and View Documents (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Manage Documents Information and Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Manage Permissions
Upload Documents
View Documents
Manage Document Information and Settings
File and Folder Structure
Organize Files and Folders
Manage File Versions
Procore Drive
Mobile
Upload and View Documents (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Manage Documents Information and Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Upload and View Documents (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Manage Permissions
Upload Documents
View Documents
Manage Document Information and Settings
File and Folder Structure
Organize Files and Folders
Manage File Versions
Procore Drive
Mobile
Upload and View Documents (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Manage Documents Information and Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Upload and View Documents (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Manage Permissions
Upload Documents
View Documents
Manage Document Information and Settings
File and Folder Structure
Organize Files and Folders
Manage File Versions
Procore Drive
Mobile
Upload and View Documents (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Manage Documents Information and Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Manage Permissions
Upload Documents
View Documents
Manage Document Information and Settings
File and Folder Structure
Organize Files and Folders
Manage File Versions
Procore Drive
Mobile
Upload and View Documents (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Manage Documents Information and Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Upload and View Documents (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Manage Permissions
Upload Documents
View Documents
Manage Document Information and Settings
File and Folder Structure
Organize Files and Folders
Manage File Versions
Procore Drive
Mobile
Upload and View Documents (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Manage Documents Information and Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Upload and View Documents (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Manage Permissions
Upload Documents
View Documents
Manage Document Information and Settings
File and Folder Structure
Organize Files and Folders
Manage File Versions
Procore Drive
Mobile
Upload and View Documents (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Manage Documents Information and Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Upload and View Documents (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Manage Permissions
Upload Documents
View Documents
Manage Document Information and Settings
File and Folder Structure
Organize Files and Folders
Manage File Versions
Procore Drive
Mobile
Upload and View Documents (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Manage Documents Information and Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Upload and View Documents (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Upload Documents
Upload Bid Documents
View Documents
View Documents - Subcontractor as Collaborator
Manage Document Information and Settings
File and Folder Structure
Organize Files and Folders
Manage File Versions
Procore Drive
Publish Models from the Documents Tool
Mobile
Upload and View Documents (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Manage Permissions
Configure Document Settings
Subcontractor - View Documents
Field Worker - Upload and View Documents (Mobile)
Manage Documents
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor as Client - Manage Documents
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor as Client - Procore Drive
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Procore Drive
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Superintendent - Documents
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
- 项目级别工作流有哪些细分权限?
- 我可以将文档工具中的文件复制到另一个项目吗?
- 我可以将一个项目的文档文件夹复制到一个新项目吗?
- 是否可以默认在文档工具中将文件和文件夹设为私密?
- 我能否为具有"只读"级别权限的用户提供有限访问权限,以便用户在 Procore 中更新信息?
- 如何解决 Procore Web 应用程序的问题?
- 如何将大文件上传到Procore Web应用程序?
- 我如何知道是否有人下载了文件?
- Procore 文档工具中的 Office 365 集成如何运行?
- Procore 中不同的 DocuSign® 横幅是什么意思?
- 文档工具中的3D模型查看器支持哪些文件类型?
- 项目级别文档工具有哪些细分权限?
- 文档工具中的“进度计划”文件夹是什么?为什么不能删除?
- 如果模型过大而无法在 Procore Web 应用程序中查看,该怎么办?
- 如果我的模型文件过大而无法在文档工具中处理,我该怎么办?
- Procore 发送的电子邮件中的下载链接何时过期?
- 在哪里可以找到用于向 Procore 发送工作日志、照片、文档和电子邮件的电子邮件地址?
- 哪些 Microsoft Excel 文件版本可以添加到 Procore 中的项?
- 哪些 Procore 项目工具支持 DocuSign® 集成?
- 哪些 Procore 工具支持细分权限?
- 文档工具中的哪些字段可以配置为必填、可选或隐藏?
- 谁可以向 Procore 发送电子邮件和文件?
- 为什么我会收到有关空文件的错误?
- 为什么我无法从 Procore 下载和打开 .ZIP 文件?
- 为什么我的文件上传失败?
- 为什么我的投标人下载[投标文件]文件夹中的子文件夹时,某些子文件夹没有显示?
- 为什么不能在 Procore 中删除项?
- 为什么 Procore 中模型的文件大小会增加?
Documents Project Level













文档
Learn which user permissions are required to take the described actions in this tool.
权限
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| 操作 | 无 | 只读 | 标准 | 管理员 | 注释 |
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将相关项添加到文件 |
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添加或编辑文件描述 |
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更改文件夹或文件的权限设置 |
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签入或签出文件 |
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配置高级设置:文档 |
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创建文件夹 |
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删除文件或文件夹 |
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下载文件的先前版本 |
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下载文件和文件夹 |
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通过电子邮件发送文件和文件夹 |
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导出信息 |
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从模型导出对象数据 |
用户还必须拥有模型工具的"只读"或更高级别权限。 | ||||
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管理并设置文档标记 |
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管理文件和文件夹的权限 |
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管理跟踪文件和文件夹的人员 |
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移动和复制文件和文件夹 |
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在 Microsoft Office 365 中打开或编辑文件 |
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预览文件 |
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重命名文件 |
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重命名文件夹 |
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从回收站中恢复文件或文件夹 |
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搜索和筛选文档 |
如果之前已在移动设备上查看并缓存资产/项,则可以离线执行此操作。 | ||||
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对文档文件夹内容排序 |
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跟踪文件夹或文件 |
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上传文件的新版本 |
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将文件上传到文件夹 |
此操作可以离线执行。 重新建立网络连接后,离线执行的操作将与 Procore 同步。 | ||||
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在Microsoft Office 365 中查看文件 |
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查看文档 |
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查看私密文件或文件夹 |
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用户必须具有"访问私密文件夹和文件"细分权限或者必须被添加到文件或文件夹的权限列表中。 请参阅管理文件和文件夹的权限。 |
以下列示是项目级别文档工具的重大更改。
最近更改
从Autodesk® Navisworks® 中提取视点以发布视图(2025 年 8 月 19 日)
Procore 推出了一项新功能,允许用户直接通过文档工具在Autodesk® Navisworks® 中添加模型文件的视点。"添加视图"功能使用户能够选择和发布多达 200 个视图,从而增强了可视化模型数据并与模型数据交互的能力。要了解更多信息,请参阅使用文档工具发布模型。
现代化体验(2025 年 8 月 19 日)
Procore 通过对其用户界面 (UI) 进行现代化改造以符合更新的设计模式,从而增强了文档工具。“设置”和“电子邮件”页面已替换为新设计的页面,提供更现代的外观,而不会损失任何功能。
弃用文档API中的"name_with_路径"字段(2025 年 8 月 19 日)
Procore 弃用了文档API中的"name_with_路径"字段,这会影响项目级别文档工具的v1.0 API 。v1.0 API已被 v2.0 API取代,v2.0 API 提供了新的答复格式并从答复视图中删除了"name_with_路径"字段。
现代化的移动 PDF 渲染(2025 年 6 月 27 日)
Procore 为iOS和Android 的文档工具增强了移动 PDF 呈现。Apyse 查看器现在提供现代的查看体验,为工具为未来的标记功能做好准备。
面向Procore BIM客户的自动处理3D模型文件(2024 年 2 月 20 日)
文档工具中的3D模型文件现在可在拥有BIM产品的 Procore 账户中自动处理。请参阅在文档工具中查看和下载3D模型。
支持 3d DWG模型文件(2023 年 12 月 12 日)
Procore 现在支持在文档工具中上传、处理和查看3D DWG文件的功能。请参阅在文档工具中查看和下载3D模型。
支持 IFI 模型文件(2023 年 4 月 10 日)
Procore 添加了对在文档工具中查看和下载行业基础类(.ifc)模型文件的支持。请参阅在文档工具中查看和下载3D模型。
从模型导出对象数据(2023 年 3 月 13 日)
Procore 添加了一项功能,允许你在项目的文档工具中从模型文件导出对象数据。 请参阅从模型文件导出对象数据。 导出完成后,你将收到一封电子邮件,其中包含包含数据的CSV文件。

