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How do I rename a file?

Wendy Claypool
  • June 08, 2016 23:40
  • Updated
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Login to your ClientWhys admin at portal.clientwhys.com 

  • Search for your Client
  • Click on the Documents Icon
  • Click on the 3 dots to the right of the file name
  • Click Edit Name.
  • Edit the File Name and click Save.

 

 

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