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If you have a document filed in FYI, such as a Notice of Assessment, you can update the document name from the Drawer in FYI, Outlook, or Office. Refer to Displaying the Drawer in FYI, Outlook and Office.
Note: Updating the document name changes the display name in FYI only. It does not rename the original file.
- In FYI, open a Documents List.
- Click a document to display the Drawer.
- Click the document Name. The field will turn grey and become editable. The tick and X buttons display at the bottom right.
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Edit the document name. To save the changes, click the tick button.
- To cancel the changes, click the X button.
Tip: FYI Admins or users with permissions for Automations can create a custom process using the Alter Document step to automate this process. Refer to Process Step Details - Alter Document.