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How to Rename a File or a Folder in Document Library

  • Updated

You can rename a file or a folder in the document library on the following Cards:

  1. Case Card
  2. Client Card

The look and the functionality of the document library on both of the Cards are identical. However, in this article, we will rename a folder on the Case Card.

To rename a folder on the Case Card, head over to the Documents-view.

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Select a file or a folder you want.

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The following menu will appear, click the Rename button.

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Enter the name you want, hit enter and you are done.

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Note:

1. Depending on the integration, the document management system in the article and your environment may differ.