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Delete Files/Folders

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Objective 

To delete documents and folders in Procore's Documents tool.

Things to Consider

  • Required User Permission:
    • To delete files and folders, 'Admin' on the Documents tool.
      OR
    • To delete files and folders as a user with 'Read Only' or 'Standard' level permission on the project's Documents tool, the 'Delete Files and Folders' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Permission Template.
      Note: The user must also have permission to view the file/folder. See Manage Permissions for Files and Folders.
  • Additional Information:
    • Keep the following in mind when working with the Company level or Project level Documents tool:

      • The tasks that you can perform are determined by the permission level that you've been granted for each tool. See What are the default permission levels in Procore? You may not always be assigned the same permission level on both your company's and a project's Documents tool. 
      • Access permissions are typically set by your company's Procore Administrator (or another contact at your organization who has been delegated the authority to administer a specific project and/or project tool).
    • If you delete a file by mistake or want to restore a file that you deleted, see Retrieve a File or Folder from the Recycle Bin.
    • If you have uploaded the files to the project level you will not be able to move them to the Recycle Bin on the company level.
    • You will not be able to remove empty folders at the Company level if they were uploaded at the Project level.

Steps

  1. Navigate to the Documents tool.
    The Documents page appears.
  2. In the tree view, navigate to and highlight the desired file or folder. 
    The following example shows you how to delete a file from the project level Documents tool. 

    highlight-file.png
     
  3. Choose from these options to delete the file:
    • Right-click the file or folder and choose Delete from the shortcut menu.

      delete-shortcut.png

      OR
    • With the file selected, click the Delete button. 

      delete-button.png

      A message appears asking you to confirm the delete action.
  4. Click OK to confirm the delete action.
    The system moves the file of folder from the Documents tool to the Recycle Bin. 
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