Skip to main content
Procore

Create a Folder in the Company Level Documents Tool (iOS)

Also available on  web-gray-icon.jpg

Objective

To create a folder in the Company's Documents tool using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions
  • Private files and folders can only be accessed by:
    • The folder's creator.
    • Users with 'Admin' level permissions to the Company Documents tool.
    • Users who have been given access to the folder directly through the folder's permissions. See Manage Permissions for Company Level Documents
  • This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. 

Steps

  1. Open the Procore app on an iOS mobile device. 
  2. Tap your avatar and navigate to the Sidebar screen.
    avatar.png
  3. Tap Company Documents.
  4. Tap the add icon-plus-quick-create-mobile2.png icon.
  5. Tap Create Folder.
  6. Enter new folder name.
  7. Tap Done to close the keyboard.
  8. Optional: To mark the folder as 'Private', tap the toggle icon-toggle-on-ios.png ON.
    Note: Folders marked as 'Private' are only accessible to the folder's creator and 'Admin' level users on the Company Documents tool.
  9. Tap Create.