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Procore

Upload Files or Folders to the Company Level Documents Tool

Objective

To upload files or folders to the Company level Documents tool.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' permissions on the company's Documents tool.
  • Additional Information:

Steps

  1. Navigate to the Company level Documents tool.
  2. Click on the folder you want to upload 
  3. Click the + New drop-down menu. Choose one of the following options:
    • File Upload: Click to upload a file.
    • Folder Upload: Click to upload a new folder.
      upload-new-document.png
  4. In the Upload window, drag and drop one or more files from your computer to the gray box.
    OR
    Click Attach to select a file from your computer. 
  5. If a file with the same filename already exists, choose one of the following options:
    • Rename: Click to rename the file.
      Note: "(1)" will be added to the end of the filename. To rename the file later, see Rename a File.
    • New Version: Click to confirm that the file is a new version of the existing file.
      Note: A 'New Version' badge will appear next to the file during the upload, and the file will be added as a new version of the original file.
  6. Click Upload.
    Note: A progress indicator is shown for each upload, and the system returns to the Documents tool page after the upload is complete.

See Also

 

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