Renaming Files

 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).

In-place Editing 

At any place the filename appears, you can change its name directly.

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  1. Mouse over the filename. The curser will change, showing a little arrow.
  2. Click your mouse. The filename will appear within an editable field.
  3. Change the filename.
  4. 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.

Properties Tab

You can also use the Properties option to change a filename.

  1. Click to open the File Options menu for the file you want.
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  2. Select Properties. A File Property Editor dialog box will appear.
  3. Change the filename in the Name field.
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  4. Click to save your changes, if any and click to close the dialog box.
  5. Refresh the file list (for example, by saving the document) to see your changed filename.
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For more information about files, see the Focus on Files, Attachments and the Catalog Dashboard guide.