How to change the document name

You can change the document from both the matter view and/or from the document viewer.

1. From the matter view #

To change the document name from the matter view, follow these steps:

1. Go to your matter
2. Select the folder where the document is located
3. Click on the pencil icon on the right hand side of the document name
4. Update the document name
5. Click on “Update” to save the edits
   

1. From the matter view #

To change the document name from the matter view, follow these steps:

1. Go to your matter
   
2. Click on the document you want to update
   
   
   
3. Click on the pencil icon at the top bar, on the right hand side of the document name
   
   
   
   
4. Update the document name
   
5. Click on the green tick to save the edits ✅