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Procore

Rename a Folder in the Company Level Documents Tool

Objective

To rename a folder in the Company level Documents tool.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Company level Documents tool.

Steps

Folders can be renamed from the folder tree, center panel, or the Information side panel.

To rename a folder from the folder tree or center panel:

  1. Navigate to the Documents tool.
  2. Locate the folder you want to rename.
  3. Right-click on the folder and click icon-rename.png Rename.
    Note: You can also access this action by clicking the vertical ellipsis    icon while the folder is selected. 
  4. Enter an updated name for the folder.
  5. Click Done
    Note: The folder will automatically reflect the updated name. 

To rename a folder from the Information panel:

  1. Navigate to the Documents tool.
  2. Locate the folder you want to rename.
  3. Select the folder and click Info  to open the Information panel. 
  4. Click into the Title field. 
  5. Enter an updated name for the folder.
  6. Click out of the field to save your changes.
    Note: The folder will automatically reflect the updated name. 

See Also