Prerequisite(s):               The System Administrator must have assigned you a DMS Customer role.

You must have added a customer folder to the DMS folder structure.

 

1.   Hover your mouse over the Administration link on the menu bar.

2.   Click the Document Management sub-link from the menu bar.

3.     Navigate the DMS folder structure to the folder where you wish to rename a new customer folder by clicking each folder name link.

4.     Click the  icon in the ‘Actions’ column for the customer folder you wish to rename.

5.     Enter a new name in the ‘Rename Folder’ field in the ‘Rename Folder’ popup window and click the Save and Close button (see Screen Shot).

 

 

Note: Click the Close – No Changes button to close the ‘Rename Folder’ to close the popup window and disregard any changes made.