Change Document Name and Version
Contents
- Overview
- Pre-conditions
- Steps
Overview
Find more information on how to change document name and version in Clausematch.
Pre-conditions
- Document Level Permission: 'Owner'.
- Document is in Draft.
Steps
Dashboard Method:
- Find the document on the dashboard.
- Point to the document name.
- Click on the three-dot icon on the far right to access the document actions menu.
- Select Settings.
- Edit the document name.
- (Optional): Edit the document version.
- Click Save*.
Editor Method:
- Click on File from the menu bar.
- Select Document settings.
- Edit the document name.
- (Optional): Edit the document version.
- Click Save*.