Rename items in the Documents area

You can rename files from within folders that your accountant has shared with you in the Documents screen.

Rename a document

  1. Select
    Rename
    next to the document you'd like to rename.
  2. Make changes and select
    Save
    .
You can rename files only if your accountant has assigned appropriate permissions for shared files in the Documents area. For more information on shared file permissions, contact your accountant.
note
When you rename files that have been uploaded to multiple folders, you’ll need to rename the files in each folder.