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How to Update Document's Title?

Updated over 2 years ago

To update the document's title, you'll need to redirect to the preview document's page.

  • If you're in the Personal Documents section in the client's profile or the documents menu, simply click on the document you want to preview the whole document page.

  • For the Supporting Documents module in case#show, click the eye icon to preview the whole document page or directly click edit icon from case#show then edit the title.

    Supporting Doc - Update doc's title

Personal doc and documents menu - Update doc's title (1)
Personal doc and documents menu - Update doc's title (2)
Personal doc and documents menu - Update doc's title (3)

Once you've on preview document's page, follow these steps:

  1. Access the Edit Mode

    • Once you're on the document preview page, hover over the document's title.

    • Click on the edit icon that appears when you hover over the title.

  2. Update the Title

    Type the new title for the document that you want to assign.

  3. Press "Enter" on your keyboard to save the changes.

By following these steps, you can easily update the title of a document, ensuring it's accurately labeled and organized within your document management system.

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