Renaming the title of your document can be a useful way to personalize it, making it more specific and relevant for you and your clients. Here’s a step-by-step guide to help you update your document title easily.
Step 1: Open the Document You Want to Rename
Start by locating the document that needs a new title. Navigate to the Home Main Menu and click on Documents.
Open the document you want to rename so you can make edits.
Step 2: Access the Document Settings
Once your document is open, navigate to the Settings menu on the left-hand side of the screen. This menu is where you’ll be able to edit various details about your document, including the title.
Step 3: Update the Document Title
In the Settings, simply click in the Document Title field and type your new title to rename your document. By default, the title may contain generic placeholder words like "Untitled Document" or “Demo”.
Tip: Make your titles descriptive and relevant! For instance, if this is an invoice or a contract for a specific client, you could rename it to something like "Photography Contract for Sophia" or "October Invoice for Client XYZ".
Step 4: Save Your Changes
After you've entered the new title, it’s important to save your changes to ensure the update is applied.
Look for the red Unsaved button at the bottom of the Settings menu, and click it to save your updated title.
After saving your changes, there should be a gray Saved button in the bottom left-hand corner, and a green Document Saved message should pop up.
Step 5: Send the Document to Your Client (Optional)
Once you’re satisfied with the new title and have saved your changes, you’re ready to send the document.
Click the Next button in the upper right-hand corner to review your document.
You can double-check your document title on Review & Share to ensure your changes were saved.
To send the document, click the Share button, usually in the upper right-hand corner. A Document Sent confirmation message will appear.
By following these steps, you can easily rename any document title to highlight your professionalism and make your documents meaningfully relevant for both you and your clients.
Note: When you send your document to your client, the title you’ve chosen will now appear in the subject line of the email. This helps your client recognize the document immediately and provides a more professional and personalized touch.