Procore Governed File Transfer

Overview

Treat file bytes, upload sessions, returned storage instructions, resource association, and secure downloads as separate contracts. Never infer a permanent public URL or place customer documents in logs or diagnostic bundles.

Prerequisites

• Approved company, project, target resource, file classification, and retention period
• Current upload or document endpoint selected for the resource and file size
• OAuth principal with required tool access and encrypted staging storage

Instructions

Step 1: Inventory the transfer

Record source checksum, media type, size, logical owner, target resource, and duplicate policy. Reject unsupported or unclassified content before upload.

Step 2: Choose the documented flow