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Procore

Create a New Folder for Project Documents

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Objective

To create a new folder in the project's Documents tool. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the project's Documents tool.
      Note: Access permissions are tool-specific. For example, you might have 'Read-Only' level permissions on the company's Documents tool and 'Admin' level permissions on a project's Documents tool. Your permission level determines the tasks that you can perform with each tool. 
  • Additional Information:
    • In the project's Documents tool, new folders are created under the root folder (i.e. main folder) or subfolders beneath it. The root folder is the top-most folder and its name always matches the 'Project Name' set in the Admin tool. 

Steps

  1. Navigate to the Documents tool.
  2. Click to select the folder to which you want to add a subfolder.
    Note: If you want the new folder to appear under your project's root folder, select the folder with your project's name.
  3. Choose one of these options to create a new folder:
    • Click the + New drop-down menu, and then click Folder.

      documents-new-folder.png

      OR
       
    • Right-click the highlighted folder and click New Folder on the shortcut menu.
  4. Enter a name for your folder.
  5. Click Create.