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, either double-click the matter, or single-click the matter to highlight it, then in the toolbar, click Details.
3. From Matters left navigation, click Documents.
4. On the Documents screen, single-click the applicable subfolder.
   The subfolder’s contents display in the section to the right.

5. Single-click the document to highlight it.
6. From the toolbar, 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 Activities

To rename a document:

1. From the left navigation panel, click Activities.
2. From the Activities left navigation, click Documents.
3. On the Documents screen, single-click the applicable matter’s folder.
   The matter’s folder structure displays toward the middle of the screen. 

4. Click the subfolder within which the document is located.
   The folder’s contents display on the right half of the screen.
5. Single-click the document to highlight it.
6. From the toolbar, 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.