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Create a New Folder

Objective

To create a new folder in the Documents tool. 

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' on the project's Documents tool.
      Note: Access permissions are tool-specific. For example, you might have 'Read-Only' level permissions on the company's Documents tool and 'Admin' level permissions on a project's Documents tool. Your permission level determines the tasks that you can perform with each tool. 
  • Additional Information:
    • In the company's Documents tool, new folders can only be created under the company's root folder. The root folder is the top-most folder and its name always matches the 'Company Name' set by your Procore Administrator in your company's Admin tool. 
    • In the project's Documents tool, new folders must be created under the appropriate project's folder. The project's folder name always matches the 'Project Name' set in the project's Admin tool. 

Steps

  1. Navigate to the Documents tool.
    This reveals the Documents page.
  2. In the tree view, navigate to and highlight the folder under which you want to create a new subfolder. 
  3. Choose one of these options to create a new folder:
    • Right-click the highlighted folder and choose New Folder from the shortcut menu.
      The example below shows you how to create a new folder under the Company folder (i.e., Nelson General Contractors). 
      right-click-new-folder.png

      OR
    • Click Create Sub Folder.

      create-sub-folder.png

      This opens the Add a New Folder window.
  4. Do the following:
    1. Folder Name. Type a name for your new folder (e.g., Bid Documents) in this box.

    2. Create. Click this button to create the new folder.

      Your new folder appears in the tree view. The permissions that appear on the folder depend upon the settings that are configured for the Documents tool. See Configure Advanced Settings: Company Documents.
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