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Procore

Create a New Folder for Company Documents

Objective

To create a new folder in the Company level Documents tool. 

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' on the company'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. 

Steps

  1. Navigate to the company's Documents tool.
  2. Click the folder you want to add a folder to.
    Note: You cannot create new folders for project documents while in the company level Documents tool, as these mirror the documents that currently exists in those project folders. To add new folders to project documents, navigate to the project's Documents tool. See Create a New Folder for Project Documents.
  3. To create a new folder to go under your company's root folder (i.e. top folder), click + New Folder.
    OR
    To create a new folder to go under any other folders, choose one of these options:
    • Click the + New drop-down menu, and then click Folder.

      documents-new-folder.png

      OR
       
    • Right-click the highlighted folder and choose New Folder from the shortcut menu.

      right-click-new-folder.png

       
  4. Enter a name for your folder.
  5. Click Create.
    Note: The permissions that appear on the folder depend upon the settings that are configured for the Documents tool. See Configure Advanced Settings: Company Documents.

Next Steps