项目文件

文档工具是指定用户可以存储和访问任何类型的重要文件的位置。

 
 
 
 
 
 
 
 
 
 
  • 通过创建文件夹和子文件夹设置集中文件夹结构
  • 设置和管理文件夹和文档的权限
  • 创建可公开查看的文件夹，以便受邀投标人无需登录 Procore（必须拥有投标工具）即可查看相关文档
  • 上传或下载文件并查看进度
  • 签出和锁定文档
  • 管理修订并向指定用户分发更新
  • 通过跟踪下载每个文件的时间和人员来建立问责制

热门教程（查看全部）

热门常见问题 （查看全部）

快速链接

 

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 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OUTDATED VIDEOS - Removed from Support Site and Certifications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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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OUTDATED VIDEOS - Removed from Support Site and Certifications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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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.

Documents Project Level

diagram_documents_project-level_tool-overview.png

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diagram_documents_project-level_tool-overview_es-la.png

diagram_documents_project-level_tool-overview_fr-ca.png

diagram_documents_project-level_tool-overview_fr-fr.png

diagram_documents_project-level_tool-overview_ja-jp.png

diagram_documents_project-level_tool-overview_pt-br.png

diagram_documents_project-level_tool-overview_zh-sg.png

diagram_documents_project-level_tool-overview.png

 

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.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

项目级别文档工具有哪些细分权限？

操作 无 只读 标准 管理员 注释

将相关项添加到文件

 网页版

       icon-mindtouch-table-check.png  

添加或编辑文件描述

 网页版

       icon-mindtouch-table-check.png  

更改文件夹或文件的权限设置

 网页版 iOS系统

  

icon-mindtouch-table-check-gp.png

  • 设置权限

icon-mindtouch-table-check-gp.png

  • 设置权限
 icon-mindtouch-table-check.png  

签入或签出文件

 网页版

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

配置高级设置：文档

 网页版

       icon-mindtouch-table-check.png  

创建文件夹

 网页版 iOS系统 智能手机

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

删除文件或文件夹

 网页版 iOS系统

  

icon-mindtouch-table-check-gp.png

  • 删除文件夹和文件

icon-mindtouch-table-check-gp.png

  • 删除文件夹和文件
 icon-mindtouch-table-check.png  

下载文件的先前版本

 网页版

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

下载文件和文件夹

 网页版 iOS系统 智能手机

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

通过电子邮件发送文件和文件夹

 网页版 iOS系统 智能手机

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 

导出信息

 网页版

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

从模型导出对象数据

 网页版

   icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png 用户还必须拥有模型工具的"只读"或更高级别权限。

管理并设置文档标记

 网页版

       icon-mindtouch-table-check.png  

管理文件和文件夹的权限

 网页版

  

icon-mindtouch-table-check-gp.png

  • 设置权限

icon-mindtouch-table-check-gp.png

  • 设置权限
 icon-mindtouch-table-check.png  

管理跟踪文件和文件夹的人员

 网页版

       icon-mindtouch-table-check.png  

移动和复制文件和文件夹

 网页版

  

icon-mindtouch-table-check-gp.png

  • 移动和复制文件和文件夹

icon-mindtouch-table-check-gp.png

  • 移动和复制文件和文件夹
 icon-mindtouch-table-check.png

 

在 Microsoft Office 365 中打开或编辑文件

 网页版

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

预览文件

 网页版

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

重命名文件

 网页版 iOS系统

  

icon-mindtouch-table-check-gp.png

  • 重命名文件夹和文件

icon-mindtouch-table-check-gp.png

  • 重命名文件夹和文件
 icon-mindtouch-table-check.png  

重命名文件夹

 网页版 iOS系统

  

icon-mindtouch-table-check-gp.png

  • 重命名文件夹和文件

icon-mindtouch-table-check-gp.png

  • 重命名文件夹和文件
 icon-mindtouch-table-check.png  

从回收站中恢复文件或文件夹

 网页版

       icon-mindtouch-table-check.png  

搜索和筛选文档

 网页版 iOS系统 智能手机

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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。

对文档文件夹内容排序

 网页版

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

跟踪文件夹或文件

 网页版

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

上传文件的新版本

 网页版

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

将文件上传到文件夹

 网页版 iOS系统 智能手机

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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。

在Microsoft Office 365 中查看文件

 网页版

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

查看文档

 网页版 iOS系统 智能手机

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

查看私密文件或文件夹

 网页版 iOS系统 智能手机

  

icon-mindtouch-table-check-gp.png

  • 访问私密文件夹和文件

icon-mindtouch-table-check-gp.png

  • 访问私密文件夹和文件
 icon-mindtouch-table-check.png 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。