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Question: Good morning, I am the person in charge of the Procore implementation in our company and we are looking for a tool to help us edit files (dwg, xlsx, xls, doc, rvt..) in local at the same time they are synchronised with the Procore Documents tool. We need to avoid users needing to download from Procore, edit in local computers and then upload files again in Procore. Furthermore, in some projects we need to be able to submit documents/files to our clients through their own platform, which is Sharepoint. In this situation we need to have some stored files in Procore plus synchronise them with the client’s Sharepoint. Can your tools cover these points?

Answer: Thanks for reaching out with your use-case. It sounds like you’re going through a common issue when coworkers are needing to download/upload files and ensure that everyone is working on the same version of the file. Through our Procore to SharePoint integration, you’ll be able to edit files on your local computer (Windows Explorer) and have the files synced to Procore for your staff to use. Any types of files you’re using (dwg, xlsx, xls, doc, rvt and more), when saved on your local desktop, will be available to your clients in SharePoint and Procore without needing to download and then upload the files. If you’d like to speak to a member of our sales team to discuss any further requirements you have, get in touch via email or through the chat on our website.


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