Docs (Basic): Rename Files & Folders

You can rename any document or folder. Documents and folders can be changed by a firm owner, admin, or any employee who has been given access rights to manage documents.

Rename Folders

1. Click the three-dots icon to the far right of the folder, then click Edit

2. Enter the folder’s new name, and then click the Save button.

Rename Documents

1. Click the three dots icon to the far right of the document’s name, then select Edit.

2. Type the new name in the File Name field, then click Save.