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This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy
  • Subject: Documents

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.
    Select a client profile from the Overview screen
  2. Select
    Documents
    , then select
    Uploaded Documents
    .
    Select Uploaded Documents
  3. Select the
    Menu
     icon of the document you'd like to update, then select
    Edit document name
    .
    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.
    Edit Document Name window

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