Change Compliance Template Names (Beta)

Objective

To change the name of a compliance template in the Company level Admin tool. 

Background

After creating a compliance template you can change is name. The only requirement is that each complianc template in your company account must have a unique name. Duplicate names are not allowed.  

Things to Consider

• Required User Permissions
• Additional Information:
  • Compliance templates are only available with Procore Pay.
  • Compliance templates must have a unique name. Duplicate names are not allowed.  

Prerequisites

• Create Compliance Templates for Commitments as a Company Admin

Steps

1. Navigate to the Company level Admin tool. 
2. Under Tool Settings, click Contracts.
3. Click Compliance Templates.
4. Locate the template to update and choose one of these options:
   • Manage. Click this button to open the template.
   • Template Name. Click this button to open the template. 
5. In the General tab, on the General Information card, and click Edit. 
6. Type over the entry in the Template Name field. 
   
7. Click Save.

See Also

• Manage Compliance as an Administrator for the Payor