You can add a document name to your documents to make it easier to search for them.
| NOTE The name is an internal name, so your counterparties will not be able to see the name. |
Set name inside the document
You can set a document name at any stage of your document.
- Go to Documents > Open a document.
- Click on the name field at the top of the document.
- Type in your desired document's name.
- Press Enter to confirm the changes.
Rename the document in the archive
You can set the document name in the list view as well.
- Go to Documents > click on the action menu > Rename.
- Type in the new name > Confirm.
| SUCCESS! You have now renamed your document, and will be able to search for it in your document archive. |
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