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How to Change a Document Name

Rename documents in Event Temple directly or when sharing via email. Click the document name or edit the link in your email to update it, allowing for clear organization and accurate sharing with clients.

Updated yesterday

From the Document:

  1. Open the Document you want to rename.

  2. Click on the Document Name.

  3. Enter the new name.

  4. Click the blue checkmark to save.

From an Email:

  1. Select Share a Document to open the email window.

  2. Click the document link and then the edit icon.

  3. Rename the link as needed.

Tip: You can rename multiple document links within an email if needed.

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