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Procore

Create a New Folder in the Company Level Documents Tool

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.
  • Additional Information:
    • In the company's Documents tool, new folders can only be created under the company's root folder, which is the top-most folder.
      Note: The root folder's 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. Select the folder you want to add a folder to.
    Note: You cannot create new folders for Project level documents while in the Company level Documents tool. To add new folders to a project, navigate to the project's Documents tool. See Create a New Folder for Project Documents.
  3. Click the + New drop-down menu
  4. Click Create Folder.
  5. Enter a name for your folder.
  6. Click Create.

Next Steps