video1.0<iframe src="https://www.loom.com/embed/961c5d5d00c04de09490661be1e2df7f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/961c5d5d00c04de09490661be1e2df7f-807921bddf21171f.gif262.95This Loom explains how to send a follow-up project and its files into Procore using either the Bid Board or Standard Portfolio workflows. It notes that only the Procore modules your team has enabled during integration settings will appear as options, and that sending to the Bid Board is immediate with no extra prompts. For Standard Portfolio, you may select a Procore project template and optionally apply a parent job and attach files before choosing which documents, drawings, and other modules to push. The Loom also highlights that documents keep the same folder structure in Procore as they do in follow-up, and that RFI requires filling required Procore fields such as subject and a question.