File & Folder Management

File & Folder Management

Once your folders are created and files uploaded, you have a great deal of power for ongoing management of this core project data. With Procorem, we allow you to quickly move files between folders and WorkCenters, copy or move entire folders, develop custom approval processes as well as classify they types of files you are using for easy management.

Procorem Note: For all file management activity, the user must have appropriate security roles to be able to perform any of the following actions. Please see the WorkCenter Roles and Security, Permissions, and Guests section of the Help Center to learn more about Procorem security.

File Details

For managing core data around your files, the best place to go is the File Details button associated with each file. You can find the “Details” button on the right side of the file line item.

Details-button

By clicking on the Details button, you open a screen which provides significant information and abilities associated with that file.

Procorem Note: On the file line item, you will also notice key information such as number of file comments, versions, size of file, approval status and last time amended by which user.

Main tab

The primary tab provides you the ability to change the file name, update file status, change file type and add a description associated with the file. When core information about the file is changed, the activity feed will track all the changes to maintain a complete activity history for the file.

For those with appropriate WorkCenter permissions, you can add new statuses or types by clicking the plus button alongside each of the fields. For Account Administrators, this can also be managed in the Account Settings area of Procorem.

New-status

File management sidebar

On the right hand side of your screen, you will notice a number of options for file management. On the file management sidebar you can download the file, upload a new version of the file, copy or move the file to another location in Procorem as well as delete the file.

File-management-sidebar

Procorem Note: Once in this screen you can easily upload a new version by simply dragging and dropping from your computer right into the main screen. This will automatically create a new version of the document.

 

For more information on commenting, restoring or deleting file versions and file activity, please see the File & Folder Collaboration section of the Help Center.

Folder management

If you would like to manage all the files within a folder at the same time, head to the folder which stores all the files. Once in the folder you would like to manage, select the “Actions” button in the middle of the screen. Once selected you will have the option to rename the folder, copy the folder, move the folder or delete the folder.

Procorem-Delete-Folder

 

Procorem Note: In Procorem, you have the ability to copy, delete, move and rename folders in bulk. For more information on those capabilities, please see the Bulk File & Folder Management section.