Edit the Name of a File or Folder in the Documents Section of Portfolio Financials
Objective
To edit the name of a file or folder in the Documents section of a Portfolio Financials project.
Background
The Documents section of the Project Page in Portfolio Financials is where important documents related to the project can be stored and accessed.
Things to Consider
- Required User Permissions:
- 'Limited' access to the project or higher.
Steps
Follow the steps below, depending on whether you want to edit the name of a file or a folder:
Edit a File Name
- Navigate to the relevant project and scroll to the Documents section.
- Click the vertical ellipsis icon across from the file and select Edit File Name.
- Enter the revised name.
- Click Save.
Edit a Folder Name
- Navigate to the relevant project and scroll to the Documents section.
- Click the vertical ellipsis icon across from the folder and select Edit Folder Name.
- Enter the revised name.
- Click Save.