Can I rename a document?

Updated Oct 15, 2026·1 min read

Yes, you can edit the document by clicking on the Edit link on the left side of the row from the main Documents grid or from the constituent's Documents tab.

doc28.png

Once the record is open you can edit all the details, including the name of the document. Click Save to save the changes or click Cancel to return to the previous page without making any changes. Note that the file or the file name assigned cannot be changed. Changing the name of the file would require deleting this document record and uploading a new one with the new file name.

doc29.png

Was this article helpful?