Documents- View Details, Edit Details or Rename Document

View Details, Edit Details or Rename Document

• Navigate to the document in the Client's Documents Tab or the Global Documents Screen
• Click the Action dropdown next to the document.
• In the dropdown, you'll find the first three options: View Details, Edit Details, and Rename Document.

View Document Details

1. Client
2. Description Name
3. File Name- Includes Users information if Modified
4. Period / Year
5. Signature Request Status (if applicable): Find more info here
6. Revision History: Firm360 will keep all versions of the file after being edited via RightSignature, Adobe, Excel or checking out the document. 
7. Client Activity: Information will appear if a client has viewed the document on their Client Portal
8. Contact
9. Document Type

Edit Document Details

Editable Fields

• Client

• Document Type

• Project

• Contact
• Notes
• Period / Year
• Description Name

• Folder

Rename Document

You can rename a document by following these steps:

1. Select the document and click the Action dropdown.
2. Choose Rename Document.
3. Enter the new document name and click the arrow to save the changes.

For PDFs, you can also rename them directly by clicking the PDF icon. 

This will open the document in the preview window, where you can click on the blue edit pencil to rename the document.