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How to Rename a Document in Vault PromoMats and Vault Medical?

  • Updated

Question:

How to edit the name of a document in Vault PromoMats and Vault Medical?

Answer:

Edit Fields permission is needed. 

In order to rename a document, follow these steps:

  1. In the Document Information, click on the pencil icon to Edit Fields.

    edit_fields.jpg


  2. Update the name and then click Save:

    edit_new_name.jpg

 

Related Documentation:

Knowledge Center Article: How to Edit Fields in PromoMats?

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