đ§ Steps to Rename a Document Template
Go to âDocument Templatesâ
In the left-hand sidebar, under Templates & Files, click Document Templates.
Open the Template You Want to Rename
Click on the document (for example, Group Resume â ABC) to open it.
Edit the Name Field
At the top of the page, youâll see a field labeled with the current document name (like Group Resume).
Click directly into that name field.
Type the New Name
Enter the new name for your document.
Example: change Group Resume â Conference Summary 2025.
Save Your Changes
Click the Save button (purple button near the top right of the editor).
Your document will now appear under its new name everywhere in your account.
âď¸ Notes
Renaming the document does not change its content or merge fields â just the display name.
Youâll still find it under the same Document Type (e.g., Generic, Proposal, Contract, etc.).
