Rename Document

Use this feature to rename a document.

Last published at: January 8th, 2026

This feature is used to rename a document.  

You need to access the DMS from the left pane. 

 

The DMS page is rendered on a new page, as shown in the example below. Navigate to a DMS folder to view the documents. 

 

Use the “Search” text box to filter the document list. 

 

Select the document in the table, then click the “Access” icon to view the document’s access information. 

 

The “Access Details” are displayed in a pop-up window, as shown in the example below. As shown, access has been configured for a user and application roles.

 

Click the ellipsis to open the context menu for this document. You can access the “Copy, Rename, Remove, Check Out, Get URL, Download, Permissions, View History, View Revisions, Archive, Classifications, and Details” features. Select the “Rename” menu option. 

 

A pop-up window appears for configuration. Provide the document name to rename. Click the “Update” button. 

 

The document is renamed, and a confirmation message is shown in the top-right corner. 

 

Select the renamed document, click the ellipsis button, and select the “View History” menu option. 

 

The document's history is shown in the image below.