Change a file's name, kind, appointment or client
The file has its new details.
Before you start
Anyone in the business can do this.
Start here
Open the file from a client's Files tab or the Files page
Steps
- 1
Open the file.
- 2
Rename it, change its kind or appointment, or move it to another client.
- 3
Save.
Good to know
- Anyone in the business can make these changes.
Can't find what you need?
Write to us →