Setting up Folders

Setting up Folders

Now that you know how to upload and download files, it is time to learn how to create folders in Procorem. Folders in Procorem tie directly to particular WorkCenters. Once you set up a WorkCenter to store core project data, you can create a completely customized folder structure to match your needs.

Procorem Note: Security in Procorem is controlled on the WorkCenter level, not in folders. This is intentional as managing security on a folder level is often burdensome and leaves organizations with a potential security risk. In Procorem, only the people you invite to the WorkCenter can see and engage with information on that WorkCenter, including Files and Folders. To learn more about Procorem security, take a look at the Security, Permissions, and Guest section. If you would like to learn about setting up customized security roles, please see the WorkCenter Roles section of the Help Center.

How to create a folder

Once you are in the WorkCenter you want to create a folder, click the blue “Create Folder” button in the middle of the screen (it is designated with a plus sign). Once you click the button, a window will appear asking you to name the folder.

Procorem-Create-Folder

Type in the name of the folder, then click the “Save” button. You will now have a new folder. If you would like to create sub folders, simply head into the top level folder and follow the same process. Procorem has no restriction on the levels of folders you can create in a WorkCenter.

Procorem Note: Only members with the correct WorkCenter privileges have the ability to create new folders. Check out the WorkCenter Roles section to learn more.

How to delete a folder

If you would like to delete a folder, head into the folder you would like to delete. Select the “Action” button in the middle of the screen. From there select “Delete this folder”.

Procorem-Delete-Folder

You will then be prompted to confirm you would like to delete the folder.

Delete-folder-message

Procorem Note that this action cannot be undone and it will delete the folder and all contents within the folder.

How to rename a folder

Renaming a folder works very much the same as deleting a folder.  Just select the folder you would like to delete, then choose the “Action” button in the middle of the screen.  From there select “Rename this folder”, provide the new name and select Save.