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Document ManagementMay 11, 2026

Document Management - Import Metadata Template Dropdowns for Originator and Location

Procore has updated the Import Metadata template within the Document Management tool to include pre-populated dropdown menus for the Originator and Location fields, providing a consistent experience with the Placeholder import template. This enhancement allows users to select valid project values directly within the Excel file to reduce manual entry errors and ensure data integrity during the bulk upload process. To maintain optimal spreadsheet performance, these dropdown menus are limited to the first 1,000 values; if a project exceeds this limit, users can still manually enter the required values into the template cells.

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