Rename a Folder in the Company Level Documents Tool

To rename a folder in the Company level Documents tool.

• Required User Permissions:

  • 'Admin' level permission on the Company level Documents tool.

Folders can be renamed from the folder tree, center panel, or the Information side panel.

To rename a folder from the folder tree or center panel:

1. Navigate to the Documents tool.

2. Locate the folder you want to rename.

3. Right-click on the folder and click Rename.
   Note: You can also access this action by clicking the vertical ellipsis icon while the folder is selected.

4. Enter an updated name for the folder.

5. Click Done.
   Note: The folder will automatically reflect the updated name.

To rename a folder from the Information panel:

1. Navigate to the Documents tool.

2. Locate the folder you want to rename.

3. Select the folder and click Info to open the Information panel.

4. Click into the Title field.

5. Enter an updated name for the folder.

6. Click out of the field to save your changes.
   Note: The folder will automatically reflect the updated name.