Rename Files in Job Document Folders

Use the Docs submodule to rename files in document folders of selected jobs.

To use the Docs submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To rename a file in a job document folder:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job with the document file that you want to rename.
  3. On the side toolbar, click Docs.
  4. In the left pane, highlight the folder with the document file that you want to rename.
  5. In the right pane, highlight the file that you want to rename and click Rename file .
    Alternatively, right click on the file that you want to rename and select Rename file.
  6. In the dialog box, enter the new file name and click OK.