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How to Rename a Client File

To rename a client file: 
  1. Within the desired client record, click the Files tab. 

  2. Click the desired client file.  
  3. Click Rename. 
  4. In the Edit File dialog box, type the new document name, and then click Save.  
  5. You can now see the renamed document in the upper left-hand corner. Click Back.  
  6. You can now see the renamed document in the list of client documents.