--- title: Renaming a Document description: Renaming a Document --- [Skip to content](https://knowledge.nexone.ca/en-ca/renaming-a-document#main-content) English - Canada Show submenu for translations [![LOGO\_KNOWLEDGE\_BASE3](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE3.svg)](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) Open main navigation Close main navigation - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) - English - Canada Show submenu for translations - [Free Webinars](https://nexone.ca/) [Free Webinars](https://nexone.ca/) How can we help you? - There are no suggestions because the search field is empty. 1. [NexOne](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) 2. [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca) 3. [Documents and Forms](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#documents-and-forms) November 25, 2025 # Renaming a Document     Sometimes one transaction can have several of the same type of documents. While "COMMON LAW TRANSACTION BROKERAGE AGREEMENT - Signed" has a ring to it, we can do better! Creative naming can be the best way to stay organized. Luckily, that's easy to do with NexOne Agent.  ![7958edd0-0a29-42dd-960a-a4cdb23d5462](https://knowledge.nexone.ca/hs-fs/hubfs/7958edd0-0a29-42dd-960a-a4cdb23d5462.png?width=670&height=136&name=7958edd0-0a29-42dd-960a-a4cdb23d5462.png) ![](blob:https://nexone.atlassian.net/7958edd0-0a29-42dd-960a-a4cdb23d5462#media-blob-url=true&id=ad075fdf-c312-4705-984a-27ddd314696a&collection=contentId-2507440359&contextId=2507440359&width=884&height=180&alt=) 1\. Place your cursor over the document. This will reveal the Info button. Click on it to see document info.  ![ec3d2865-f421-48d7-a7cc-f3685d7c6936](https://knowledge.nexone.ca/hs-fs/hubfs/ec3d2865-f421-48d7-a7cc-f3685d7c6936.png?width=670&height=218&name=ec3d2865-f421-48d7-a7cc-f3685d7c6936.png) ![](blob:https://nexone.atlassian.net/ec3d2865-f421-48d7-a7cc-f3685d7c6936#media-blob-url=true&id=ed88e6a9-195d-47b0-97d9-e5a73cf76f9c&collection=contentId-2507440359&contextId=2507440359&width=1345&height=438&alt=) 2\. Click on the pencil icon to edit the document's name.  ![7c2ae3c3-1cda-4db7-9355-176340a3e83d](https://knowledge.nexone.ca/hs-fs/hubfs/7c2ae3c3-1cda-4db7-9355-176340a3e83d.png?width=670&height=224&name=7c2ae3c3-1cda-4db7-9355-176340a3e83d.png) ![](blob:https://nexone.atlassian.net/7c2ae3c3-1cda-4db7-9355-176340a3e83d#media-blob-url=true&id=eaa1b8a1-82e6-450c-8913-b1155c563063&collection=contentId-2507440359&contextId=2507440359&width=1341&height=448&alt=) 3\. This will open the field and allow you to rename the document with distinction!  ![7ac2cff6-7b67-45c7-989c-3975d4400b90](https://knowledge.nexone.ca/hs-fs/hubfs/7ac2cff6-7b67-45c7-989c-3975d4400b90.jpeg?width=601&height=41&name=7ac2cff6-7b67-45c7-989c-3975d4400b90.jpeg) ![](blob:https://nexone.atlassian.net/7ac2cff6-7b67-45c7-989c-3975d4400b90#media-blob-url=true&id=d80a0d6a-08bb-4487-b4d9-86faa877c479&collection=contentId-2507440359&contextId=2507440359&width=601&height=41&alt=) 4\. Click outside of the field and then click save.  You'll see a progress and the window will close once the save is complete! - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#main-content) - [General](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#general) - [Accounts & Billings](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#accounts-billings) - [Clients](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#clients) - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#transactions) - [Documents and Forms](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#documents-and-forms) - [Electronic Signatures](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#electronic-signatures) - [Activities](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#activities) - [Calendars and Scheduling](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#calendars-and-scheduling) - [Brokerage](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#brokerage) - [Teams & Sharing](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#teams-sharing) - [Integrations](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#integrations) - [Common Trouble Shooting](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#common-trouble-shooting) - [what's New?](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#whats-new) - [Get a 1-on-1 training](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#get-a-1-on-1-training) - [Processing the File for 121QA Service](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#processing-the-file-for-121qa-service) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#main-content) - [Dashboard (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#dashboard-new-version) - [Signature (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#signature-new-version) - [Listings (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#listings-new-version) - [Buyer Agreements (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#buyer-agreements-new-version) - [Transactions (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#transactions-new-version) - [Accounting (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#accounting-not-updated-old-version) - [Calendar (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#calendar-not-updated-old-version) - [Dashboard (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#dashboard-not-updated-old-version) - [Listings (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#listings-not-updated-old-version) - [Transactions (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#transactions-not-updated-old-version) - [Alerts (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#alerts-not-updated-old-version) - [EDM and Signatures (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#edm-and-signatures-not-updated-old-version) - [Statistics (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#statistics-not-updated-old-version) - [Contact (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#contact-not-updated-old-version) - [Communications (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#communications-not-updated-old-version) - [NexOne Forms (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#nexone-forms-not-updated-old-version) - [Tips & Tricks (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#tips-tricks-not-updated-old-version) - [Profile (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#profile-not-updated-old-version) - [Financial Picture (old version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#financial-picture-old-version) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#main-content) - [General](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#general) - [Listings](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#listings) - [Clients](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#clients) - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#transactions) - [Office & Employees](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#office-employees) - [Documents & Follow-up](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#documents-follow-up) - [Forms](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#forms) - [Integrations](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#integrations) - [Billing](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#billing) - [GoEmail](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#goemail) - [Setup](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#setup) - [FAQ](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#faq) - [Webinar / Ring Central Meeting](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#webinar-ring-central-meeting) - [Tips & Tricks](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#tips-tricks) - [what's new?](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#whats-new) [![LOGO\_KNOWLEDGE\_BASE2-1](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE2-1.svg "LOGO_KNOWLEDGE_BASE2-1")](https://nexone.ca) Copyright NexOne Corporation, All rights reserved 2026-2027. Privacy policy | Cookies