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Procore

Documents: (Coming Soon!) Visual Redesign of the Documents Tool

Feature Announced: December 18, 2019

New Design and Layout for the Documents Tool

The Documents tool at the Project and Company level is being redesigned with a new layout. No functionality is being removed, but the new design will offer several improvements and benefits, such as:

  • A more efficient upload experience that reduces steps and allows you to drag and drop files directly to a selected file or folder (eliminating the needing to click New > File or Folder Upload)
  • Improved visibility for Items You are Tracking, New Documents This Week, and Recycle Bin.
  • An updated information side panel that provides easy access to important information such as general file or folder information, permissions, tracking, and file tags
  • New modals for managing permissions and tracking for a file or folder
  • The introduction of checkboxes to allow you to select multiple files or folders and easily perform actions in bulk
  • A cleaner layout that is easier to view and navigate

Overview

docs-new-redesign.png

See more details about the following:

New Action Buttons

The new action buttons for files or folders will be accessible from multiple locations (shown in the images below):

  • In the top banner when the file or folder is selected
  • Across from the file or folder when hovering over its row
  • In a list after right-clicking on the file or folder (see right image below)

Note: Additional actions will be revealed after clicking the vertical ellipsis  icon-ellipsis-options-menu.png  icon.

action-buttons.png
documents-actions.png
Information Side Panel 

In addition to displaying important information about the selected file or folder, the Information side panel is where you will access sections such as Permissions, Tracking, and File Tags. This is also where you will be able to view the Download Log, Change History, Emails, and Related Items.

When selecting one of these sections, a modal will open to allow for a cleaner and more intuitive experience when making changes or viewing information (see image on right below for managing permissions after marking a file or folder as Private).

Note: To open the Information panel, you will click the info i-icon-docs.png icon when a file or folder is selected.

info-panel-general-info.png permissions-tracking-tags.png modal-manage-permissions.png
Viewing Files and Folder

When a file or folder is selected from the selection tree on the left, icons will become available so that you to perform different actions (as shown in the banner below). If the Information side panel is open, you will be able to view important information about the file or folder. 

Note: Clicking the filename link will still open the document in the Documents tool viewer. 

redesign-view-document.png

Uploading Files or Folders

You will still be able to upload files or folders using the +New button, but you will also be able to upload items in one step by dragging selected items from your computer and dropping them onto the center panel.

new-drag-and-drop.png

Performing Bulk Actions

You will be able to select multiple files or folders to perform bulk actions for (such as downloading and moving) by marking the checkboxes next to them. For example, you can select multiple files and then click Download
download-files.png

Easy Access to New Documents This Week, Items You Are Tracking, and Recycle Bin

These sections will always be viewable from the Documents page so that you can easily access them when necessary.

item-tracking.png

Note: Areas such as Permissions, Tracking, and File Tags will be managed in the Information side panel as outlined above. 

See Also

 

If you would like to ask questions or share any feedback, please contact support@procore.com.