Renaming records
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Prerequisites
- Access to the Drive (DR001) menu.
- User connected with editor permission.
Introduction
The rename records feature of SoftExpert Drive offers users the possibility of changing the name of files and folders, providing greater organization and flexibility in record management.
With this option, you can adjust the titles according to the needs of the moment, making it easier to locate and access content.
Rename record
1. Access the Drive (DR001) menu in the My drive view.
2. Place the mouse cursor over the file or folder.
3. Click the Rename button that will be enabled.
4. Type the desired title in the displayed field.
5. Click Save to complete.
The system does not allow the use of a name that is already in use by another record in the same location.
Conclusion
The option to rename records in SoftExpert Drive makes organization more efficient, allowing users to keep their files and folders with clearer and more meaningful names.
This contributes to more intuitive management and facilitates the process of searching for and categorizing documents within the system.