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Rename files and folders

If the files or folders in your Flow are confusing or poorly named, rename them.

Who can do this?

LEADERS CONTRIBUTORS

Available in plans

FREE INVITEE STARTER PLUS ULTIMATE

How to rename a file

  1. Click on a file or document

  2. In the file details window, click on the pencil next to the file name. Edit the name and hit return.

Rename files and folders - 1 - EN.png
  1. Close the window.

  2. The file will be highlighted in yellow until your update has been shared with the other party. To share the files you renamed, click Send Update.

💡 Tip

  • You don’t need to keep the original filename. We recommend you use concise filenames that will help your participants understand what’s been uploaded to the Flow.

  • You don’t need to keep the file extension (such as .docx or .pdf) as it will automatically be available when the user downloads the file

  • Use spaces and short file names that can be easily displayed in the card or list views

  • Avoid use of the following characters, < > : " / \ | ? * , in your filenames. Learn about Filename compatibility

How to rename a folder

  1. Right-click on the folder

  2. Choose rename

Rename files and folders - 2 - EN.png
  1. Enter your new name

  2. Click Confirm.

  3. The file will be highlighted in yellow until your update has been shared with the other party. To share the files you renamed, click Send Update.

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