Rename a file

You can rename all files added to the platform.

Renaming a file added to a workspaces

  1. Go to the workspaces containing the file

  2. Click on the Files tab

  3. Click on the concerned file

  4. From the information pane, click on the button with the three vertical points

  5. Click on Rename

  6. A window opens: edit the name of the file in the field provided for this purpose.

  7. Finally click on Rename

Renaming a file attached to a task

  1. Click on the task to which the file is attached

  2. From the details pane, locate the file you want to rename and click on the button with the three vertical points

  3. Click on Rename

  4. A window opens: edit the name of the file in the field provided for this purpose.

  5. Finally click on Rename

Rename a meeting attachment

  1. Go to the meeting to which the file is attached.

  2. Take again the point concerned, locate the file and click on the button with the three vertical points

  3. Click on Rename

  4. A window opens: edit the name of the file in the field provided for this purpose.

  5. 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 :

  1. Click on Open File Location

  2. From the information pane, click on the button with the three vertical points

  3. Click on Rename

  4. A window opens: edit the name of the file in the field provided for this purpose.

  5. Finally click on Rename

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