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Renaming a Document

Users with Editor permissions can rename a document. Documents cannot be renamed while in a workflow step or while Locked. Step 1. Navigat...

C
Written by Casey Huxtable
Updated over 3 weeks ago

Users with Editor permissions can rename a document. Documents cannot be renamed while in a workflow step or while Locked.

Step 1. Navigate to the document. Clicking in the name field will highlight it and allow the user to type the new name. Example below: "DSUR Edition 1.0" becomes "DSUR Edition 1.0 FDA."

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