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Procore (en-GB)

Rename a Folder in the Project Level Documents Tool

Objective

To rename a folder in the project's Documents tool.

Things to Consider

  • Required User Permissions:

Video

Tip!  To skip to the relevant portion of the training video below, click the Chapters  chapters.png  icon on the video player and select Rename a File or Folder

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Steps

Folders can be renamed from the folder tree, centre panel or the Information side panel.

To rename a folder from the folder tree or centre panel:

  1. Navigate to the Documents tool.
  2. Locate the folder you want to rename.
  3. Right-click on the folder and click icon-rename.png Rename.
    Note: You can also access this action by clicking the vertical ellipsis  icon-ellipsis-options-menu.png  icon while the folder is selected. 
  4. Enter an updated name for the folder.
  5. Click Done
    Note: The folder will automatically reflect the updated name. 

To rename a folder from the Information panel:

  1. Navigate to the Documents tool.
  2. Locate the folder you want to rename.
  3. Select the folder and click Info icon-info2.png to open the Information panel. 
  4. Click into the Title field. 
  5. Enter an updated name for the folder.
  6. Click out of the field to save your changes.
    Note: The folder will automatically reflect the updated name. 

See Also

 

If you would like to learn more about Procore's document management software and how it can help your business, please visit our construction document management software product page icon-external-link.png.