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Rename an Attached Document

Rename an Attached Document

GUIDE STATUS: PUBLISHED 

  1. Navigate to the record where the document is attached. A project record is used in this example.

  2. Click on the Manage Attachments link at the top left of the content frame.



  3. Click the Rename link to the right of the document to be renamed.



  4. Edit the filename, then click anywhere outside of the text field to save the new name.


Update Log

Updated ByDateNotes

Approved by Chris Nelson. Available for OIT use.

First draft complete. Pending review.
Initial Creation.
Anusha Kethineni (Unlicensed) Updated the page with new UI screenshots