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Editing document name or date

You can update a document’s name or date at any time in eBrief Ready. There are two ways to do this — directly inside the document or from the folder view.

Option 1 — Edit from inside the document #

  1. Click on the document to open it
  2. Click the Pencil next to the document name in the top bar
  3. Type over the existing document name or in the dd/mm/yyyy field, select the new date 
  4. Click the tick to save your changes

Option 2 — Edit from the folder view #

  1. Click into your matter 
  2. In the left panel, click the folder containing the document
  3. Click the Pencil icon next to the document you want to rename
  4. In the Name field, enter the new name and click the Date field to update the date if needed
  5. Click Update to save the changes

For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.