Document Settings
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      Change Document Name and Version

      Contents

      • Overview
      • Pre-conditions
      • Steps

      Overview

      Find more information on how to change document name and version in Clausematch.

      General

      Pre-conditions

      • Document Level Permission: 'Owner'.
      • Document is in Draft.

      Steps

      Dashboard Method:

      1. Find the document on the dashboard.
      2. Point to the document name.
      3. Click on the three-dot icon on the far right to access the document actions menu.
      4. Select Settings.
      5. Edit the document name.
      6. (Optional): Edit the document version.
      7. Click Save*.

      Editor Method:

      1. Click on File from the menu bar.
      2. Select Document settings.
      3. Edit the document name.
      4. (Optional): Edit the document version.
      5. Click Save*.