How do I rename, delete or move a document?

Article author
Mads from Uptick
  • Updated

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To delete or rename a document, you just need to click on the document and the options will appear. 

Renaming: Click on the document and click rename. Make sure not to remove the ending, for example .gif or .pdf at the end. This will corrupt your file. Once you're happy with the new name, click enter and this will save your file with the new name. 

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Deleting: Select the file you're wanting to delete, and click "delete" in the top right of the window.

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Moving a document into a folder, downloading, deleting and renaming in a gif below:

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Did you know: If you put a document into a folder called "public" on the documents tab of a property, the items within that folder will be visible for your client, via the client portal? Pretty awesome right? Just make sure it is exactly that, public, no caps or spaces. 

 

 

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