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How do I change the document name for a bundling or layout document?

To change the name of a bundling or layout document, click the document name located at the top right of the document editor. This functionality is only available when the document is in draft mode (not published).

change_name_bundel_layout

If the document has already been published, it may be possible to update the name without creating a new version, depending on your configuration. To do this, open the document, access the publishing menu (represented by the upward arrow in a circle), and edit the document name field directly.

change_name_publish_dialog

If the Locked Fields on Published Documents feature is enabled for document names, changes cannot be made directly. In this case, you will need to either:

  • Remove Document Name from the Locked Fields on Published Documents settings for published documents, or
  • Create a new version of the document and update the title there. 

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