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Rename A Folder

Follow these instructions to rename a folder. 

1. In the column on the left of your Hubdoc dashboard with all of your folders, hover your mouse over the folder you want to rename.

2. Click the down pointing triangle icon to the right of the folder. See the screenshot below.

3. Select Rename Folder.

4. Type in new folder name. For example, instead of 8550, type "Checking".

5. Type the Return key on your keyboard. Please note: using the Tab key does not work. It does not change the Folder name.

Please Note: You must wait until Hubdoc has completed its initial fetch of historical documents before renaming folders. If you rename a folder while documents are still being retrieved, Hubdoc will create another folder with the original name. Renaming a folder after the historical fetch has been completed will not impact future fetches.

 

 

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