You can rename a file or a folder in the document library on the following Cards:
- Case Card
- 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.
Select a file or a folder you want.
The following menu will appear, click the Rename button.
Enter the name you want, hit enter and you are done.
1. Depending on the integration, the document management system in the article and your environment may differ.