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
Open the data room you want to rename
Click the More button at the top right of the data room
In the drop down that appears, press Rename
In the pop-up that appears, modify the data room name
Click Save to apply the update
From the dashboard
Navigate to the Dashboard and locate the data room you want to rename
Click the pencil icon labelled Rename data room
Enter the new name and press Enter to save the change or click outside
From the secondary navigation
Navigate to the matter
Hover on Workspace icon within the left-hand navigation menu
Hover on the data room you want to rename and the three dot menu will appear on the right-hand side of the name
Click on the three dot menu and another menu will open
Click on Rename
Enter the new name and press Enter to save the change or click outside
