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Add or Edit a File Description in the Project Level Documents Tool


To add or edit the description of a file stored in the Project level Documents tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Documents tool.



Video content may not accurately reflect the current state of the system, and/or it may be out of date.

View as: Specialty Contractor as Client


  1. Navigate to the Documents tool.
  2. Select the file you want to update the description for. 
  3. If the Info panel is not already open, click the info  icon. 
  4. Click into the Description field. 
  5. Enter or edit the description in the text box.
    Note: You can enter an unlimited number characters. However, a best practice is to keep descriptions short so that they can be easily read on the page. 
  6. Click out of the field to save your changes.


If you would like to learn more about Procore's document management software and how it can help your business, please visit our construction document management software product page .