Rename a Document in the Document Hub
Step 1: Log in and Navigate to Clients
- Go to https://partners.synkli.com.au/
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- Enter your login details.
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- From the left-hand menu, click Clients.
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Step 2: Open Document Hub
- Select the client you want to work with.
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- Once in their profile, click the Document Hub tab.
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Step 3: Select the Document
- Inside the Document Hub, find the document or folder you want to rename.
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- Click on the three dots (⋮) menu next to it.
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Step 4: Click "Rename"
- From the dropdown options, click Rename.
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Step 5: Update the Name
- A box will appear.
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- Type in the new name for the document or folder.
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- Click Update to save the change.
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