Rename Document



To rename a document, go to More Options, then click Rename. Or, right-click on the document and select Rename. 


You can also rename a document from a search results page by hovering over the Name and clicking Rename:


Renaming a document will not change the Modified Date or Modified By information, but it will be recorded in the History of the document. 

You cannot rename a document's extension from within NetDocuments, such as .doc to .wpd. You have to have "E" Edit rights to rename a document.

NOTE: If a document has been filed by multiple users in several locations, renaming the document will rename it in all filed instances.

NOTE: A document name cannot contain a TAB or any of these characters: \ / : * ? " < > |

Back to Top

Was this article helpful?
0 out of 0 found this helpful


Have more questions? Submit a request
Powered by Zendesk