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Procore

Rename a File or Folder (Windows)

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Objective

To rename an existing file or folder in the Procore app for Windows 10.

Things to Consider

  • Required User Permissions:
    • To rename a file, 'Admin' level permission on the project's Documents tool.
      OR
    • To rename a file 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 in Procore's app for Windows 10.

Rename a File 

  1. Navigate to the file you want to rename.
  2. Select Edit ().
  3. Enter a new title into the text box.
  4. Select Rename.

Rename a Folder

  1. Navigate to the folder you want to rename.
  2. Right click on folder and select Rename.
  3. Enter a new title into the text box.
  4. Select Rename.