Renaming Documents

Edited

How to Rename Documents in the Documents Tab

The Documents tab in Glade provides an easy way for law firms to manage and rename files for better organization. Follow these steps to rename your documents:

Renaming Documents

  1. Navigate to the Documents tab for your client’s case.

  2. Locate the document you wish to rename.

  3. Click the pencil icon next to the document’s name.

  4. Enter the desired name for the document and press Enter or click Save to confirm.

Tips:

  • Review the names for accuracy before downloading the files.

  • Renaming can help streamline document organization and retrieval.

Renaming your documents ensures clarity and efficiency in your workflow. For additional support, contact Glade’s Help Center.

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