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Rename a Folder

Objective

To rename a folder in the Documents tool.

Things to Consider

  • Required User Permission:
    • To rename a folder, 'Admin' level permission on the project's Documents tool.
      OR
    • To rename a folder as a user with 'Standard' or 'Read-only' level permission on the project's Documents tool, the 'Rename Folders and Files' 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.
  • 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).

Steps

  1. Navigate to the Documents tool.
    This reveals the Documents page. 
  2. In the tree view, navigate to and highlight the desired folder.
    This reveals the selected folder's details in the center pane.
  3. Choose one of the following to rename the file:
    1. Right-click the folder and choose Rename from the shortcut menu. This opens the Rename this Folder window. Type a new name in the Folder Name box and then click Save
      OR
    2. Double-click the folder name in the tree-view. This places the folder into edit mode so you can type a new name over the existing one. Click anywhere outside the box to save your changes. 
      OR
    3. Click the folder name in the center pane.  This places the folder into edit mode so you can type a new name over the existing one. Click anywhere outside the box to save your changes. 

See Also

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