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.
Go to the Document Dashboard
Click the pencil icon next to the document name
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.
Click the
···button next to the document nameClick 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:
Click the
Bookmarkbutton on the Document List
Alternatively, click the bookmark icon next to the document name on the Document Dashboard
