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How To 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 "View" at the left side of the Document you wish to rename
  3. On the next page, click on "Edit details"  at the top left.
  4. A new window will appear where you can change the file name
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