How to rename a SmartSync file

Note: Take a backup of the file and save it in the normal location before proceeding with the steps below.

1. Before renaming the file, remove it from Caseware Cloud (click here for guidance).

2. Ensure that the Caseware Working Papers file is closed.

3. Relaunch Caseware, select File and the Rename File option from the File menu:

4. Use the dropdown arrow to select or browse for the file you wish to rename:

5. Type the new name of the file in the New name box and select Rename file:

6. Browse to the new file location in Windows file explorer and you will see the name has changed. 

7. Open the file and republish to Caseware Cloud (access our SmartSync Getting Started Guide for further guidance).