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Support Home > Products > Procore > Procore User Guide > Project Level > Documents > Tutorials > Add/Edit a File Description

Add/Edit a File Description

Objective

To add or edit a file's description in the Documents tool.

Things to Consider

  • Required User Permissions: 'Admin' on the company's or project's Documents tool.
  • These permission levels apply to both the company's or project's Documents tool. (Note: Permission levels are tool-specific. For example, you can have Read-only level permissions on the company's Documents tool and 'Admin' level permissions on a project's Documents tool. Please keep this in mind when you are looking to perform tasks at different levels.)

Steps

  1. Navigate to the company's or project's Documents tool.
  2. Navigate to the file you wish to edit or add a description to using the left hand file tree.
  3. Click on the blue pencil icon next to the 'Description' field.
  4. Add or edit a description. (Note: You have unlimited characters, but best practice is to keep it short so that it fits on your window.)
  5. Click anywhere in Procore to save the description.

 

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Last modified
13:12, 4 Apr 2017

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