Rename A Document

Follow these instructions to rename a document.  

  1. In the column on the left of your Hubdoc dashboard with all of your folders, click on the folder that holds the document that you wish to rename.
  2. The 'Docs' column should now populate with the documents that are inside that folder. Click on the document that you wish to rename. The document will now open up in the space on the right.
  3. The document name is located beside the document icon on the left of the blue bar above the document. Click on the existing file name and rename your document.
  4. Type the Return key on your keyboard to save the changes. Please note the Tab key doesn't work.

Was this article helpful?
1 out of 3 found this helpful
Questions? Raise a case on Xero Central. If you don't have a Xero login, click here.