How to add Company Documents to the sync?
How to add Company Documents to the sync?
Yes, it is possible to sync only company level documents with this integration. The Configuration tab is where you will need to select the company and select the location in SharePoint you want to sync it to.
Prerequisite : Create a folder with the Company name/Company Documents or any identical name in SharePoint where you would like to sync your Company Documents . (In this example we have created a folder with the name "Company Documents" in SharePoint).
Prerequisite : Create a folder with the Company name/Company Documents or any identical name in SharePoint where you would like to sync your Company Documents . (In this example we have created a folder with the name "Company Documents" in SharePoint).
Please refer to the steps below.
1. Click on the "Add Company Documents to Sync" button under the Configuration tab.
2. In the window that pops up, choose your Procore company first
3. On the right hand side, select your SharePoint Site and Library
4. Select the location folder where you would like to sync your company level documents (In the example given below, in screenshot 2, the documents will be synced to "Company Documents" folder that was manually created in SharePoint
4. Select the location folder where you would like to sync your company level documents (In the example given below, in screenshot 2, the documents will be synced to "Company Documents" folder that was manually created in SharePoint
5. Click on "Verify this location" to sync your Procore Company Documents to the desired location.
6. Click on Add Project when you get the message "Your path has been verified successfully. You can click Add Project to proceed.".
Please note that once you have added the Company Documents to the configurations, you will need to wait for the initial sync to be completed. Please do not make any changes within the Company Documents while the initial sync is going on. Initial sync can take a few minutes (Normally 5-10 minutes, depending on the number of folder structures in your Procore Project. If the size is big it can take upto 24-48 hours). Once the initial sync is completed then only you can add the data to either side to sync across. You will receive an email notification once the initial sync is completed for your Company Documents.
Please find following a video showing detailed instructions on how to use this feature:
Other questions
Have a support question?
We offer three support channels:
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Email - support@syncezy.com