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Renaming a data room

Learn how to rename a data room to keep your matter organized and up-to-date

Updated over 4 weeks ago

As your matter progresses, you may need to update your data room names to reflect new information or changes. Renaming a data room in Legatics is straightforward.

Prerequisites: You have edit permission on the binder


Within the data room

  1. Open the data room you want to rename

  2. Click the More button at the top right of the data room

  3. In the drop down that appears, press Rename

  4. In the pop-up that appears, modify the data room name

  5. Click Save to apply the update

From the dashboard

  1. Navigate to the Dashboard and locate the data room you want to rename

  2. Click the pencil icon labelled Rename data room

  3. Enter the new name and press Enter to save the change or click outside

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