Rename a Document (Standard View)

You can rename a document, if your administrator has enabled the document name field as an editable and required field. When you rename a document, the change is reflected everywhere the document is referenced or linked. The name is also updated in formulas that use file name in its calculations. Each time a file is renamed, it is tracked and can be viewed from the Audit Log tab.

If you rename a file with a name that already exists in the same folder, an alert message is displayed. You can rename the file or choose to keep the same file name. If you choose to keep the same file name, it is appended with an integer. For example: Architecture Diagram.png will be renamed as Architecture Diagram(1).png.

Note: You cannot change the extension of a file, you can only rename the file.

To rename a document (Standard View):

  1. Select the document in the project or shell Documents log.
  2. Select > Edit > Properties.
  3. Enter a new file name and click OK.


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Last Published Monday, April 11, 2022