Rename items in the Documents area

You can rename files, folders and subfolders in the Documents screen.

Rename a document or top-level folder

  1. Mark the checkbox next to the document or top-level folder you'd like to rename.
  2. Select Manage, then Properties.
  3. Make changes and select Save.

Rename a subfolder

  1. Mark the checkbox next to the subfolder you'd like to rename.
  2. Select Manage, then Rename.
  3. Make changes and select Rename.

Client contacts with appropriate permissions can rename items in shared folders.

Note: When you rename files that have been uploaded to multiple folders, you’ll need to rename the files in each folder.


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