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 Dropbox you want to sync it to.

Prerequisite : Create a folder with the Company name/Company Documents or any name in Dropbox where you would like to sync your Company Documents . (In this example we have created a folder with the name "Company Documents" in Dropbox).

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 the location folder where you would like to sync your company level documents (In the example given below, in screenshot below, the documents will be synced to "Company Documents" folder that was manually created in Dropbox

5. Click on "Select this location" to sync your Procore Company Documents to the desired location.

6. Click on Add Project when you get the message "Path selected successfully".

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.

How to add Company Documents to the sync?

How to add Company Documents to the sync?

How to add Company Documents to the sync?

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