Skip to main content
Editing Documents

How to rename, tag, or bookmark documents

Updated over 6 months ago

How to change a document name

Easily modify a document's name that your visitors can see. The same name will be applied to the downloaded version.

  1. Go to the Document Dashboard

  2. Click the pencil icon next to the document name

  3. Edit the name and click on Save


How to add a tag to a document

If you want to change a name but do not want it to be visible, you can use the tag feature. Adding a tag is also a great way to leave internal notes or distinguish similar documents.

  1. Click the ··· button next to the document name

  2. Click the Tag button and add or edit the tag

Once added, you will see the tag on the top of each document names.


How to bookmark a document

Bookmark frequently-used documents for easy access from the bookmark board. You can bookmark a document using either of these methods:

  1. Click the Bookmark button on the Document List

  2. Alternatively, click the bookmark icon next to the document name on the Document Dashboard

Did this answer your question?