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Commit f227148
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Replace `{company_id}` and `{project_id}` with your actual Procore company and project IDs.
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Replace `{version}` with the version shown in each step (`2.0` or `2.1`). Replace `{company_id}` and `{project_id}` with your actual Procore company and project IDs.
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### Workflow Summary
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@@ -46,7 +46,7 @@ Replace `{company_id}` and `{project_id}` with your actual Procore company and p
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| 5 |`/rest/v2.1/companies/{company_id}/projects/{project_id}/uploads`| POST, PUT, PATCH, GET | Upload binary file to Procore storage and poll processing status using the **V2.1 Unified File Upload API**|
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| 6 |`.../document_uploads`| PATCH | Associate the uploaded file, set metadata, mark upload as COMPLETED |
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| 7 |`.../document_uploads/{document_upload_id}`| GET | Retrieve `latest_event_id` (required for submission) and optionally review Machine Learning (ML) populated fields |
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| 8 |`.../document_revisions`| POST | Submit uploads to create document revisions |
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| 8 |`/rest/v2.1/companies/{company_id}/projects/{project_id}/document_management/document_revisions`| POST | Submit uploads to create document revisions |
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Step 5 (binary file upload) can be performed before or after Step 4 (initialize document upload records). Both steps must be completed before Step 6 (Patch document uploads).
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Keep batches to 100 items or fewer in Steps 4, 6, and 8 as larger payloads increase the risk of timeouts and make partial-failure recovery more complex.
@@ -636,10 +636,13 @@ GET /rest/v2.0/companies/{company_id}/projects/{project_id}/document_management/
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Convert your document upload into a permanent project record. Once a document upload has `upload_status: COMPLETED`, all required metadata fields populated, and a `latest_event_id` retrieved, it is ready for final submission. Submitted document uploads get removed from the uploads list and are no longer retrievable. This POST request consumes your temporary upload ID and creates a versioned Document Revision. Procore will automatically place this new revision into the correct Document Container based on the metadata matching criteria.
POST /rest/v2.0/companies/{company_id}/projects/{project_id}/document_management/document_revisions
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POST /rest/v2.1/companies/{company_id}/projects/{project_id}/document_management/document_revisions
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```
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**Request Body**
@@ -673,7 +676,6 @@ POST /rest/v2.0/companies/{company_id}/projects/{project_id}/document_management
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<pre><code>{
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"data": {
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"ids": ["01JDXMPK0TRV0BA5K8GSSY6J0Y"],
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"failureIds": [],
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"failures": [
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{
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"upload_id": "01JDXMPK0NTP0G50E3NYY51Q5S",
@@ -687,7 +689,7 @@ POST /rest/v2.0/companies/{company_id}/projects/{project_id}/document_management
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**`ids`** — The created document revision IDs. These are stable, permanent identifiers — use them (not upload IDs) for any subsequent references or integrations.
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**`failures`** — Array of per-item failures that occurred during processing. Check this array even on a 201 response. Each entry contains `upload_id`, `reason_code`, and `message`.`failureIds` is also present but deprecated, use `failures` instead.
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**`failures`** — Array of per-item failures that occurred during processing. Check this array even on a 201 response. Each entry contains `upload_id`, `reason_code`, and `message`.
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***
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@@ -990,7 +992,7 @@ Fields used from previous steps:
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-`upload_latest_event_id`: `latest_event_id` from Step 7 (`01JDXMPK0REV0D87H0JVVZ8M2W`)
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```json
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POST /rest/v2.0/companies/8089/projects/2305/document_management/document_revisions
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POST /rest/v2.1/companies/8089/projects/2305/document_management/document_revisions
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