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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. Navigate to the specific Document
  2. Select the blue Rename text under the Document name
  3. Type desired Document name
  4. Select Update

Documents Beta

  1. Click on the drop-down arrow next to the "edit" button on the left of the document name
  2. Click on " edit details"  
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