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Rename a Folder in the Company Level Documents Tool

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Objective

To rename a folder in the Company level Documents tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the Company level Documents tool.

Steps

Folders can be renamed from the folder tree, centre panel or the Information side panel.

To rename a folder from the folder tree or centre panel:

  1. Navigate to the Documents tool.
  2. Locate the folder you want to rename.
  3. Right-click on the folder and click icon-rename.png Rename.
    Note: You can also access this action by clicking the vertical ellipsis  icon-ellipsis-options-menu.png  icon while the folder is selected. 
  4. Enter an updated name for the folder.
  5. Click Done. 
    Note: The folder will automatically reflect the updated name. 

To rename a folder from the Information panel:

  1. Navigate to the Documents tool.
  2. Locate the folder you want to rename.
  3. Select the folder and click Info icon-info2.png to open the Information panel. 
  4. Click into the Title field. 
  5. Enter an updated name for the folder.
  6. Click out of the field to save your changes.
    Note: The folder will automatically reflect the updated name.