Change Compliance Template Names
General Availability in Select Markets (United States)
Procore Pay is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.
Procore Pay is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.
Objective
To change the name of a compliance template in the Company level Admin tool.
Background
After creating a compliance template you can change is name. The only requirement is that each complianc template in your company account must have a unique name. Duplicate names are not allowed.
Things to Consider
Additional Information:
Compliance templates are only available with Procore Pay.
Compliance templates must have a unique name. Duplicate names are not allowed.
Prerequisites
Steps
Navigate to the Company level Admin tool.
Under Tool Settings, click Contracts.
Click Compliance Templates.
Locate the template to update and choose one of these options:
Manage. Click this button to open the template.
Template Name. Click this button to open the template.
In the General tab, on the General Information card, and click Edit.
Type over the entry in the Template Name field.
Click Save.