Renaming a Document

Change the name of the document to make easier searches or reflect a certain naming convention. A standard naming convention can be convenient for users to find the correct document in the system.



Option 1: Document Repository


Step 1: Find the document that you would like to rename in the system. 

Step 2: Hover your mouse over the document so that the entire line item highlights blue. On the right side, click on the pencil icon. You can also click on the action toolbar and select ‘Rename’ from the top of the actions list.



Step 3: Rename the document with the appropriate changes. 


Step 4: Click the check mark to the right to save the changes in the system. The new name should now be reflected in the repository.


Option 2: From the Document


Step 1: Click into the document


Step 2: At the top of the document where the document name exists, hover over the name and click on the pencil icon to the right


Step 3: Rename your document


Step 4: Click the check. The document name is now saved on the document and will be reflected in the repository as well.