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Procore

Create a Folder (iOS)

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Beta iconBeta - Multi Column Layout for iPad

A new two and three-column layout is now available for iPads, making it easier to navigate different tools. The two-column layout works with all tools, while the three-column layout is for Documents, Drawings, Forms, and Specifications. Company Administrators can enable the Multi-Column Tablet Experience (iOS) beta in Procore Explore.

Objective

To create a folder in the Documents tool using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Documents tool.

  • This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

Steps

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the Documents tool.
  3. Tap the create icon-plus-quick-create-mobile2.png icon. Then select Create Folder.
  4. Enter a title for the new folder.
  5. Optional: To mark the folder as 'Private', tap the toggle to the ON position.
    Note: Folders marked as 'Private' are only accessible to the folder's creator and 'Admin' level users on the Documents tool.
  6. Tap Create.