Documents

Rename, move, and delete document content

Keep the hierarchy useful without breaking access or removing needed records.

Project TeamDesktop WebVerified July 24, 2026

Keep the hierarchy useful without breaking access or removing needed records.

Best for: Document managers · Requires: Documents management access.

  • Use Rename to correct a file or folder name.
  • Select one or more rows and use Move Selected to relocate them.
  • Use Delete only when the file or folder should leave the active Documents record.

Moving a record changes its folder context and may change effective access. Review destination sharing first. Deleting a folder removes access to the content under it; download a retention copy before deleting records needed outside Constructable.

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