By default, when you upload a document into Plexus, we'll auto-assign the name of your document based off the file's name when naming your contract. However there are a range of places where you can update this further including:
Renaming documents when uploading the main document
When uploading your main document through Approve and eSign or Store a Document, you'll be prompted to give your document a name. From here you can remove the auto-assigned file name and rename your document as required.
Any sub-documents or internal documents will need to be renamed before they're uploaded via the intake form.
Renaming documents from the document details page
You can rename a main document or sub-document from its document details page.
Once you have an existing main document in the platform, you can find your document from the documents list. Click into that file to find that file's document details page.
From this page, if you hover over and click the name of the file, you can edit the title.
Make your changes to the title as required, taking note of the character counter as you type.
Click the tick to save your changes, or the cross to cancel your edits.
When uploading sub-documents and internal documents
When uploading your sub-documents to an existing document, you'll have the option to rename those files before importing them into Plexus.
You will need to rename your internal documents before you upload them.
Still need help? Reach out to [email protected] for further support.