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Add/Edit a File Description

Objective

To add or edit a file's description in the Documents tab.

Things to Consider

  • Required User Permissions: 'Admin' on the Project level or Company level Documents tab.
  • These permission levels apply to both the Company and Project level Documents tab. (Note: permission levels are tool-specific. For example, you can have Read-only level permissions on the Company level Documents tab and 'Admin' level permissions on a Project level Documents tab. Please keep this in mind when you are looking to tasks at different levels.)

Steps

  1. Go to the Company level or Project level Documents tab.

  2. Navigate to the file you wish to edit or add a description to using the left hand file tree.

  3. Click on the blue pencil icon next to the 'Description' field.

  4. Add or edit a description. (Note: You have unlimited characters, but best practice is to keep it short so that it fits on your window.)

  5. Click anywhere in Procore to save the description.

 


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Last modified
09:52, 12 Aug 2016

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