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Renaming Files

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    Summary

    Files held in the Work in Progress area or in shared libraries may require renaming at some point. This article provides instruction on the different methods of renaming families.

    Important Notes

    • Files stored in reference libraries cannot be renamed
    • Files stored in moderated or project libraries must be altered to a 'rejected' state before edits can take place.
    • Files stored in the Work In Progress area can be renamed without any permission issues.
    • Any type catalogues stored with the families will also be renamed to maintain functionality.

    Instructions

    From the WIP area:

    1. Right click the listing and choose 'Edit Listing Info...'
    2. Alter the name and click OK
    3. The file name updates in the view.

    From the Moderated or Project libraries:

    1. A moderator must first right click the listing and choose 'Reject and Assign for editing...'
    2. Once the listing is in the rejected state and is assigned to you for editing, you may alter the file.
    3. Right click the listing in your rejected area and choose 'Edit Listing Info...'
    4. Click the Edit Listing button top left to check the item out for editing.
    5. Alter the name and click OK
    6. The file name updates in the view.
    7. Right click the listing and choose resubmit

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