Renaming a Document Folder

This feature is available in the Client Connect module.

This feature enables users to rename a document folder which is in Draft, Pending Approval or Approved status. If the document folder has been published, only the Document Administrators have the ability to rename the document folder.

1. To get started, navigate to the Documents module.

2. Click on the the Folder name and navigate to the Folder overview page.

3. Click on Edit Document Folder as indicated below.

2021-06-09_08-46-40.png4. Enter the new folder name and click on the SAVE button.renamefolder-2.png

 Note: The steps mentioned above also apply for Recurring folders.