Q: After I attach a file to a document or upload it to the Catalog, can I change its filename?
A: Yes. To be clear, when you attach a file to a document you are also uploading that file to the 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, it is changed in all locations, because there is only one copy of that file in sfPMS (all versions of a file maintaining the same name).
At any place the filename appears, you can change its name directly.
- Mouse over the filename. The curser will change, showing a little arrow.
- Click your mouse. The filename will appear within an editable field.
- Change the filename.
- When you press <Enter>, the editable field will disappear and the file will have its new name. There is no need to save; the filename will stay changed.
You can also use the Properties option to change a filename.
- Click to open the File Options menu for the file you want.
- Select Properties. A File Property Editor dialog box will appear.
- Change the filename in the Name field.
- Click to save your changes, if any and click to close the dialog box.
- Refresh the file list (for example, by saving the document) to see your changed filename.
For more information about files, see the Focus on Files, Attachments and the Catalog Dashboard guide.