Files and signatures
Rename a library file
Admins onlyAll plans
Change the name clients see for a file, or the note you keep for yourself.
Where:SidebarFile Library
- Select File Library in the sidebar.
- Select the Edit icon on the file's row.
- Change the Display Name:, the Description:, or both.
- Select Save.
Good to know
- The new display name shows everywhere the file is attached or shared, including on tasks you have already sent.
- The Display Name: cannot be empty.
- The Description: is an internal note that clients never see.
Related
- Replace a library fileSwap a file for a newer version by uploading the new one, moving your tasks across and deleting the old one.
- Share a library file with your clientsMake a file available to every client from the Documents button on their portal.