The menu controls in the Documents tab allow you to rename a file that has been saved to a matter. Changing the name of a document in the MM App will also result in the name on the document on your server/hard drive also being changed.
1. Open the Documents tab
First, go to the Documents tab of the relevant matter.
2. Find and Select the relevant Document
Next, navigate to the relevant document and then select it by clicking on it.
3. Click the Rename button
To rename the document, click the Edit button in the Document tab toolbar (or right-click the document and select Edit from the context menu) .
Alternatively, you can right-click the selected document and choose Rename from the menu options
The Document Preview window will now open in Edit mode.
4. Edit the Title
You can now change the document's name and keywords/tags by typing the relevant information into either the Title or Tag fields.
5. Click Save & Close
Once you have finished making the necessary changes, click Save & Close to finish.
The document will now be renamed.
In Windows Explorer, the document will also be renamed.
