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How Do I Rename a Document?

Objective:

  • Change name of a Document
  • Rename Document
  • Edit Document name

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to the Documents page
  2. Click the arrow next to the View button on the left side of the Document you wish to rename
  3. When the Actions Menu from the arrow appears, click on Edit details
  4. A new window will appear where you can change the file name
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