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Rename document attached to contact

Copper Contributor
Posts: 131
Country: USA

Rename document attached to contact

I've been storing documents in the documents tab of contacts.  The functionality seems limited.  How would I rename a document?

 

TIA

 

PS: Sage ACT! Premium 2011 Version 13.1.111.0. Hot Fix 4  Win 7

 

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Rename document attached to contact

You are correct, the functionality on the Documents tab doesn't allow for a true renaming of an attached file.  You would have to open the document > save it to the workstation with a new name > attach the new document to Documents tab (and delete original attached file from tab).

Greg Martin
Sage