Rename a folder, document or web link

This will help you keep your folders, documents and web links clearly labelled and easily searchable.

1. From the Client and prospects tab, locate the document or link you wish to rename. 
2. From the Actions drop-down at the side, Select Rename.
3. In the pop-up window, enter the new File name.
4. Click Save.
5. Once the success message appears, select Close.

Understanding user roles in Client Management