Rename doc function
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Tyler Zegil
It's very annoying that we can't rename docs.. espcially when we use the amazing "add to docs" function and it saves it in some alphanumeric jibberish.. so we need to not use that function, download the file, rename on desktop, then upload.. lame! - Please fix :D
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Rafael Buzuti
We urgently need this feature.
Even better would be support for automatic file naming during upload using custom fields (e.g., {{contact.name}} - {{document.type}}), while still allowing users to manually rename documents afterward.
This would be a small UX improvement with a significant impact on productivity and document organization, especially for agencies and businesses managing a high volume of files.
S
Shannon Lavenia
Same as https://ideas.gohighlevel.com/ad-reporting-and-attribution/p/capability-to-rename-document-titles
Need this as it's super important. Customers are very frustrated that they can't tell what a doc is just by looking at the file name and instead have to open it and look at it.
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Ian Molendyk
Yes, and also the ability to rename the file automatically when it's uploaded to a more descriptive name.