How to Rename and Delete Documents

You can manage files in two areas of the system:

• Documents module – Accessed from the left navigation menu.
• Case File → Documents tab – Accessed within an individual case.

Navigate to the location where the file is stored, then follow the same steps to rename or delete the document.

Rename a Document or Folder

1. Go to the location of the document that you want to rename.
2. Select the file or folder you want to rename.
3. A mini panel opens on the right side of the screen.
4. Click the pencil (edit) icon to enable name editing.
5. Enter the new name.
6. Click Update to save the changes.

The document or folder name will be updated immediately.

Delete a Document or Folder

1. From the Documents page, select the item you want to delete.
2. In the right-side mini panel, click the Delete icon.
3. A Delete Confirmation window appears.
4. Click Yes, delete it! To confirm.

The selected document or folder is permanently removed from the system.