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Procore

Rename a Folder in the Project Level Documents Tool

Objective

To rename a folder in the project's Documents tool.

Things to Consider

  • Required User Permission:

Video

Tip!  To skip to the relevant portion of the training video below, click the Chapters  chapters.png  icon on the video player and select Rename a File or Folder

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

Folders can be renamed from the folder tree, center panel, or the Information side panel.

To rename a folder from the folder tree or center panel:

  1. Navigate to the Documents tool.
  2. Locate the folder you want to rename.
  3. Right-click on the folder and click icon-rename.png Rename.
    Note: You can also access this action by clicking the vertical ellipsis    icon while the folder is selected. 
  4. Enter an updated name for the folder.
  5. Click Done
    Note: The folder will automatically reflect the updated name. 

To rename a folder from the Information panel:

  1. Navigate to the Documents tool.
  2. Locate the folder you want to rename.
  3. Select the folder and click Info  to open the Information panel. 
  4. Click into the Title field. 
  5. Enter an updated name for the folder.
  6. Click out of the field to save your changes.
    Note: The folder will automatically reflect the updated name. 

See Also