Supporting documents
Can I rename an uploaded document?
Rename changes the display name and supported stored filename while retaining its unique attachment ID.
Navigation: Open Forms 145/146 → Forms Dashboard → Documents → file More actions → Rename
How to do it
- Choose Rename in the correct file's three-dot menu.
- Enter the new name and click Save.
- Wait for success before reopening/downloading it.
- Use Activity if you need the recorded rename event.
What to expect
Storage filenames follow name - ID.ext; resolve provider errors before considering the rename complete.
Important details
- Use WrapTax's supported action instead of renaming the object directly in SharePoint.
- An organisation display-name change does not rename its existing storage folder.