Renaming the Case Documents Folder
The Case Documents Tab contains settings to rename the Case Folder Name. The Rename option will change the folder name in Neos and SharePoint.
On the Case Documents Tab, click the settings menu and select the Rename Case Folder option.
Enter the new folder name on the Rename case directory window. Click the Rename button.
NOTE: Some characters are not valid when renaming the folder.
After the process is complete, the Documents Tab will be saved.
When the Documents Tab is refreshed, the new folder name (e.g., Summers, Jessica M. – Case 206648) will display above the grid. Files from the linked Case Folder Name will remain in the current folder, with only the name changed in both Neos and SharePoint.
