Renaming records
Prerequisites
- Access to the Drive (DR001) menu.
- Logged user with editor permission.
Introduction
Renaming records in SoftExpert Drive allows users to change the names of files and folders, which thus provides greater organization and flexibility in record management.
With this option, it is possible to adjust the titles according to the needs of the moment, which makes it easier to locate and access content.
Renaming a record
1. From the Drive (DR001) menu, access the My drive vision.
2. Hover the mouse over the file or folder.
3. Click on the Rename button that will be enabled.
4. Type the desired title in the displayed field.
5. Click on Save to finish.
The system does not allow for using a name already assigned to a different record at the same place.
Conclusion
The option of renaming records in SoftExpert Drive makes for a more efficient organization, allowing users to give clearer and more meaningful names to their files and folders.
This contributes to a more intuitive management and facilitates the process of searching for and categorizing documents within the system.