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How to Rename a File
Marco Fiumara avatar
Written by Marco Fiumara
Updated over a week ago

Renaming a file will change the name of the file in the system. Renaming will replace the original name of the file at the time of creation/upload.

Similar to deleting, renaming a file referenced on a worksheet/other schedule will affect the file's review status.

When renaming a file that has references, by default only the file selected will be renamed; however, the rename confirmation dialogue will allow you to also rename all references of the file.

Rename

To rename a file

  1. Head to the Files screen and navigate to the file you wish to rename.

  2. Select the file you wish to rename.

  3. Click Rename if it appears in the action bar, otherwise, click the More actions menu button, then select Rename.

  4. When the Rename confirmation dialogue appears, optionally select to rename all references of this file record, and finally click Rename.

Delete demo
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