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Change Compliance Template Names

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 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png  is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management icon-external-link.png functionality in the Procore web application to handle the payment process between general and specialty contractors.

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.  

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. 
    name-compliance-template.png
  7. Click Save.

 

See Also