How to Rename and Delete Documents Lance Radebaugh October 09, 2024 16:20 Updated To get started, click on the Documents icon located on the left menu bar. Rename Document: On the Documents page, click on the document you wish to rename. A mini tab will appear on the right side of the screen. Click the “pencil” icon, illustrated below, to edit the file or folder name. Enter the new name for the file or folder and click the “update” icon. Delete Document: Navigate to the Documents page and select the document you wish to delete. A mini tab will then appear on the right side of the screen. Click the “Delete” icon illustrated below illustrated below. When attempting to delete an item, a Delete Confirmation window will appear, asking whether to proceed with the deletion. Select “Yes, delete it!” The delete confirmation window and the item you wanted to remove will disappear. Related articles How to upload a document to a case file