Rename a Doc

What does it do?

Did you make a copy of your script to save as a draft, but don't want to accidentally mix them up? Easily change the name of any document to help keep you organized!


Rename a Doc

  1. Go to the Docs widget 
    1. In Simplified or Hybrid layout this will be found under the Project Info & Docs icon on the left sidebar
    2. For instructions on how to open the docs widget see Open a Widget.
  2. Select the three dots to the right of the document name.
    1. Dots will appear when the mouse is hovered over the document name.
  3. Select Rename.
  4. Type the new document name.
  5. Select Rename

OR

  1. Go to Portfolio
    1. Select the portfolio (folder) icon OR go to File > Open Project
  2. Select the appropriate project.
    1. You will see all of the docs for the project on the right of the portfolio window
  3. Select the three dots to the right of the document name.
    1. Dots will appear when the mouse is hovered over the document name.
  4. Select Rename.
  5. Type the new document name.
  6. Select Rename

View of three dots visible when hovered over

View of options available for each doc

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