Skip to main content

Renaming Documents in Jointly

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

S
Written by Sara Guerrero

You can rename an uploaded document in the edit mode, or you can rename any completed document from the deal's documents tab.

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. Open the deal's documents tab. Depending on the deal's stage it may be called Documents, Offer Documents, Contract Documents, Application Documents or Lease Documents.


    ​

  2. Find the completed document in the list and click the three vertical dots (⋮) at the right end of its row. In the Options window, choose Rename.
    ​
    ​

  3. Type in the new document name and click Save.

Only completed documents can be renamed this way — documents that are still in progress don't show the three dots. Clients can't rename documents.

Don't see the three dots on a completed document? Clear any documents you've selected with the checkboxes — the dots are hidden while you're selecting.

Did this answer your question?