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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.- On theOverviewscreen, 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.
- SelectDocuments, then selectUploaded Documents.
- Select theMenu
icon of the document you'd like to update, then select Edit document name.
- When theEdit Document Namewindow appears, enter a new name for the document, then selectSAVE. The document will be updated with the new name.
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