Question:
After I attach a file to a document or I upload a file to the Catalog, can I change its filename?
Answer:
Yes. To be clear, when you attach a file to a document you are also uploading that file to the Spitfire Catalog. All files that are created from a template or uploaded to a Project Dashboard are included in the Catalog as well. All filenames can be changed after the file is in the Catalog. When a file’s name is changed in one location (Attachment tab or Catalog), it is changed in all locations because there is ever only one copy of the approved file in Spitfire (all versions of the file maintaining the same name).
Important Note:
There are certain characters that should not be used in filenames. On the other hand, spaces between words in a filename are allowed.
Prohibited:
- Forward slash /
- Back slash \
- Colon :
- Greater than >
- Less than <
- Single quote ‘
- Double quotes “
- Pipe |
Highly discouraged because these characters can have other meanings:
- Plus sign +
- Period .
Except before the file type extension, for example, Newfile.docx is ok, but New.File.docx is not. - Ampersands &
- Question mark ?
- Asterisk *
- Percent %
How to edit the filename:
Wherever you see the filename (on the Attachments tab, or a Catalog file list), you can change its name directly.
- Click on the filename. You’ll notice a box around the text.
_ - Change the filename then press the TAB or ENTER key to save your change.
Properties Tab:
It is also possible to change the name of a file through the File Property dialog box, if you happen to be on the File Property dialog box for some other reason.
- Select Properties from the row’s three-dot menu.
– - Change the filename then click the Save icon to save your change.
KBA-01944; Last updated: July 21, 2026 at 7:31 am
Keywords: renaming file files