Home → Client Onboarding → Management/Operations → Renaming a File or Folder
You can change the name of a file or folder using the rename button.
Note: You can also right-click the item (folder and subfolders on either side of the dialog box), and select rename from the menu that appears.
The Enter new name for dialog box appears, showing the current name of the file or folder.Important: Take care when changing a file name. Although you can alter the file's extension (.pdf, .docx, etc.) using the rename option, the file may no longer open properly. It is recommended that you change only the file's actual name.