Rename documents

You can edit the names of documents in a client's
Uploaded Documents
. Follow these steps to edit the name of a document.
  1. On the
    Overview
    screen, select a client's tile to view the client profile. You can also search for a client then select the client tile from the search result.
  2. Select
    Documents
    , then select
    Uploaded Documents
    .
  3. Select the
    Menu
    icon of the document you'd like to update then select
    Edit document name
    .
  4. When the
    Edit Document Name
    window appears, enter a new name for the document, then select
    SAVE
    . The document will be updated with the new name.

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close