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Documents

Rename items in Client Center

You can rename files that your accountant has shared with you in the Documents screen.
  1. Select
    Rename
    for the file you want to rename.
  2. Enter a new name.
  3. Select
    Save
    .
You can rename files only if your accountant has assigned appropriate permissions for shared files. For more information on shared file permissions, contact your accountant.

This article applies to:

  • Product: Onvio
  • Audiences: Client