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Rename File

Purpose

Change a document's display name in the file list.

Prerequisites

  • You are signed in to EisenVault One.
  • You can open the folder that contains the document.
  • You have permission to rename the document.

Before You Begin

Renaming a file changes how the document appears in EisenVault One. It does not create a new version and does not change the document's content.

Use a clear name that helps other users identify the document. The file extension cannot be changed in the rename dialog, so a document keeps its original type.

Long names are shortened in the file list. Hover over a name to see the full file name in a tooltip.

Rename a File

  1. Click Department in the left navigation and select a department.
  2. Navigate to the folder that contains the document.
  3. Find the document in the file list.
  4. Open the document's options menu.
  5. Click Rename.
  6. Enter the new file name.
  7. Click Save, Rename, or the equivalent confirmation button.

Example Walkthrough

The screenshots below rename The First Book of Moses.pdf to Genesis-Demo.pdf in the id-cards department.

  1. Open the folder that contains the document and locate it in the file list.

    Document listed in id-cards

  2. Open the document's options menu and click Rename File. Enter the new name, then click Submit.

    Rename dialog with the new file name entered

Expected Result

  • The document appears with the new name in the file list.
  • The document remains in the same folder.
  • Existing metadata, permissions, versions, subscriptions, and audit history remain associated with the document.