You can rename any Document in your project only when the File Explorer form is open and when your user account has sufficient Permissions (Modify level required). There are two ways the functionality can be accessed as presented below:

  • In the File Explorer Tree View click on the document you want to rename. Right click on the Document icon or name and then select 'Rename Document'.
  • In the Main Menu select the 'Document' menu and then the 'Rename' option.

The current name of the document as shown in the Tree view will change into a dialogue box to enable you to type your new name. When you are happy with the new name press enter to complete the name change.

Note: renaming of items should be done as early as possible in the project (particularly new folders and documents) as some audit trail information displayed (particularly in Recent files on User Details) only relates to current document names.

Renaming of a document shared across two projects will change its name in all locations.