How to use the File Manager menu to check your data syncing?

How to use the File Manager menu to check your data syncing?






How to use the File Manager menu to check your data syncing?

The "File Manager" tab offers a comprehensive view of files in both Procore and SharePoint, allowing easy navigation and management. 





Here is an overview of the File Manager menu, based on the screenshot below.

1 - Select whether you wish to view files/folders for your projects or Company level documents
2 - This is a dropdown list of all the projects/companies (for company level documents) you configured and added to the integration.
3 - Select whether you want to view Documents, Photos, RFIs or Submittals and then press Search to load the results. (This is applicable for the projects only, as for company level documents there is no Photos, RFIs and Submittals tool)
4 - This link provides direct access to the SharePoint location where syncing folders and files for the current navigated level are stored.
5 - This button will allow you to sync ONLY the files and folders in the navigated level. Child and parent files/folders will not sync when this is clicked.
6 - This link provides direct access to the Procore location where syncing folders and files for the current navigated level are stored.
7 - The right side is a list and count of all files and folders in the SharePoint location.
8 - The green tick marks indicate that the files/folders are synced and matching between both systems. If it is not matching or synced, it will appear with a red cross and the text in either the Procore or SharePoint side will be greyed out.
9 - The left side is a list and count of all files and folders in the Procore Project.





Please find following a video showing detailed instructions on how to use this feature:



Have a support question?

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