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Rename a File in Procore Drive

Objective

To rename a file in Procore Drive.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the Documents tab in Procore.
  • Select multiple items by holding down the "Shift" or "Control" (Ctrl) key while clicking on files.
  • To navigate back to a previous screen, click the "< >" arrows at the top left of Procore Drive.
  • To refresh the window you are viewing within Procore Drive, click the refresh button similar to the one in your internet browser.
  • To refresh the tool and​ item you are viewing within Procore Drive, click the refresh button similar to the one in your web browser.

Steps

  1. Select the desired company and project in Procore Drive.
  2. Select the Documents tab.
  3. Locate the file you wish to rename by expanding or contracting folders in the file tree of Procore Drive. (Note: You may navigate through your folders and subfolders on the right pane or use the file tree by double-clicking folders and files.)
  4. From the file's Overview window, click the orange pencil icon at the end of the title to edit and rename the file's title.
  5. Click anywhere in Procore Drive outside of this edit field to save the title changes. (Note: Anytime you see this orange pencil icon, you can click it to edit the field. For example, the "Description" section of a file.)

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Last modified
10:13, 12 Aug 2016

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