Make changes to the files you sync from Procore to EstimateOne
Make changes to the files you sync from Procore to EstimateOne
You may wish to make changes to the files which you sync from Procore to EstimateOne and it's easy to do so.
Firstly, ensure you are connected to Procore. You will see 'Connected to Procore' in the top right of your Documents tab.
- Use the three dots to select 'Change File Selection'
- This will bring up a slider, where you can select or de-select any of the folders you wish to.
- If you have added new files, you will be notified in your Documents tab and EstimateOne will suggest that you go through the revision process.
- Select 'Review updates and notify affected subcontractors' to proceed with a revision. Learn about the revision process here.