Rename projects and documents

Learn to rename your Content Automation projects and documents.

Who can use this?

Plans:

  • Brandfolder

Permissions:

  • Admin
  • Designer
  • Author

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

You can rename individual projects or documents. You cannot bulk rename projects or documents. 

Rename a project 

  1. Go to the project screen. Select the Your Projects tab if you want to rename a project you've created or the All Projects tab if you want to rename a project to which you have access.
  2. To edit the name, select the ellipsis next to the project you'd like to rename and select Rename.
  3. Hit Enter when you're done renaming the project. A green banner confirms that the project name is updated. 
renaming projects and documents

You can also rename a project by selecting Settings when you're inside the project. 

Use the Name field on the Settings page to automatically save your changes.

Rename a document

  1. Select the document you'd like to rename inside a project by selecting the check mark on the document's thumbnail. 
  2. Select the ... More.
  3. Select Rename.
  4. Enter the new name for the document and select Enter.
renaming projects and documents