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How do I rename documents?

This is for users who want to change the name of a document.

dealcloser automatically pulls the file name of the documents you upload and uses it to name the row. To save time, name your documents on your system with the name you would like to appear on your checklist.

To rename a document:

  • Click the document.
  • Click the document name at the top of the sidebar. This will allow you to edit the name. 

Click the document name in the sidebar to edit the name.

  • Once you have entered the new name, click enter to save.