Rename files

Renaming files can be done in Finder or from within the program.

SEE Finance Document

Rename a file in Finder:

  1. Select the file in Finder and choose "Rename" from Finder's File menu.
  2. Enter the new name for the file, then press Return.

Rename a file within the program:

  1. With the file that you want to rename open in the program, click on the name of the file at the very top center of the window to be shown a popover for the file's name and location.
  2. Enter the new name for the file, then press Return.
Rename Document Popover