Rename a file
You can rename all files added to the platform.
Renaming a file added to a workspaces
Go to the workspaces containing the file
Click on the Files tab
Click on the concerned file
From the information pane, click on the button with the three vertical points
Click on Rename
A window opens: edit the name of the file in the field provided for this purpose.
Finally click on Rename


Renaming a file attached to a task
Click on the task to which the file is attached
From the details pane, locate the file you want to rename and click on the button with the three vertical points
Click on Rename
A window opens: edit the name of the file in the field provided for this purpose.
Finally click on Rename


Rename a meeting attachment
Go to the meeting to which the file is attached.
Take again the point concerned, locate the file and click on the button with the three vertical points
Click on Rename
A window opens: edit the name of the file in the field provided for this purpose.
Finally click on Rename


Info: For files attached to tasks and meetings, if you cannot find the Rename option, the file has been added to the workspaces. You have to rename it from the Files tab of the workspace in question. To do so :
Click on Open File Location
From the information pane, click on the button with the three vertical points
Click on Rename
A window opens: edit the name of the file in the field provided for this purpose.
Finally click on Rename


