How to Rename a Client File?

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