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Renaming Documents in Jointly
Renaming Documents in Jointly

Learn how to rename an uploaded document or a completed document.

Jointly Support avatar
Written by Jointly Support
Updated over a week ago

You can rename an uploaded document in the edit mode, or you can rename any completed document from the Documents page.

Rename an Uploaded Document in Custom Doc Editor

  1. To Rename an uploaded document in Custom Doc Editor before it has been completed click on the document from your task page to open it.

  2. Click on the pencil "edit" icon next to the name of the document.

  3. Type the new name and SAVE.

Rename a Completed Document

  1. Navigate to the Documents page for the document to rename.

  2. Click the 3 vertical dots on right side of page for the document you are renaming and select Rename.

  3. Type in the new document name and SAVE.

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