Rename a Document

You can rename a document to change its file name by going to Projects > Documents > More > Edit.

You cannot change the file type, which means the new name must have the same file extension as the original.

You can also upload a new version of the document in this window. See Upload a New Version of a Document.

  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Select the Documents tab.
  3. Navigate to and select the check box for the document you want to rename.
  4. Click the More button and select Edit.
    The Edit Document window appears.
  5. In the Name field, enter the new name for the document file.
  6. Click Save.
The document is renamed.