Rename a Document

You can rename a document you uploaded to the application’s Documents section.

From Matter Details

To rename a document:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click the matter and scroll down to its Summary section.
3. From the tabs atop the Matters summary section, click Documents.
4. On the Documents screen, single-click the applicable subfolder.
   The subfolder’s contents display.
   
5. Single-click the document to highlight it.
6. Click on the three dots at the top right and from the drop-down, click Rename.
7. On the Rename message box, in the New Name field, overwrite the document name.
8. Click Save.
   The system renames the document.

From Documents

To rename a document:

1. From the left navigation panel, click Documents.
2. On the Documents screen, single-click the applicable matter’s folder.
   The matter’s folder structure displays.
3. Click the subfolder within which the document is located.
   The folder’s contents display on the right half of the screen.
4. Single-click the document to highlight it.
5. From the toolbar, click Rename.
6. On the Rename message box, in the New Name field, overwrite the document name.
7. Click Save.
   The system renames the document.