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Procore

Rename a File in the Project Level Documents Tool

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Objective

To rename a file in a project's Documents tool. 

Things to Consider

Steps

Rename a File from the Center Panel
  1. Navigate to the Documents tool.
  2. Locate the file you want to rename.
  3. Right-click on the file and click icon-rename.png Rename.
    Note: You can also access this action by clicking the vertical ellipsis    icon while the file is selected. 
  4. Enter an updated name for the file.
  5. Click Done
    Note: The file will automatically reflect the updated name. 
Rename a File from the Information Panel
  1. Navigate to the Documents tool.
  2. Locate the file you want to rename.
  3. Select the file and click Info  to open the Information panel. 
  4. Click into the Title field. 
  5. Enter an updated name for the file.
  6. Click out of the field to save your changes.
    Note: The file will automatically reflect the updated name. 

See Also