Create a New Folder in the Company Level Documents Tool
Objective
To create a new folder in the Company level Documents tool.
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' on the company's Documents tool.
- Additional Information:
- In the company's Documents tool, new folders can only be created under the company's root folder, which is the top-most folder.
Note: The root folder's name always matches the 'Company Name' set by your Procore Administrator in your company's Admin tool. - You can automatically create new folders in the Documents tool by uploading empty folders from your computer. See Upload Files or Folders to the Company Level Documents Tool.
- In the company's Documents tool, new folders can only be created under the company's root folder, which is the top-most folder.
Steps
- Navigate to the company's Documents tool.
- Select the folder you want to add a folder to.
Note: You cannot create new folders for Project level documents while in the Company level Documents tool. To add new folders to a project, navigate to the project's Documents tool. See Create a New Folder for Project Documents. - Click the + New drop-down menu
- Click Create Folder.
- Enter a name for your folder.
- Click Create.