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Procore

Rename a File in the Company Level Documents Tool (iOS)

Objective

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

Things to Consider

  • Required User Permissions
  • 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 file you want to rename.
  5. Tap the horizontal ellipsis icon-ellipsis-options-menu3.png.
  6. Tap Edit.
  7. Edit the file name and tap Done to close the keyboard.
  8. Tap Save.