This article shows how to download, rename, or move a file in Document Center.
Accessing File Actions
Open the folder that contains the file. Every file row has an Actions button at the end of the row. Click it to see the available actions:
- Download — saves a copy of the file to your computer.
- Rename — change the file's name. The file type at the end of the name (for example .pdf) is fixed and cannot be changed. Type the new name, then click Save.
- Move to… — relocate the file into a different folder. Choose the destination in the list, then click Move.
- Delete — moves the file to Trash. See How Do I Manage Document Center Storage Usage and Trash for how deleting a file works.
When Would You Use "Move to…"?
Example: A file was uploaded into the wrong folder — say, a meeting-minutes PDF that landed in "Email Attachments" instead of a dedicated "Meeting Minutes" folder. Move to… relocates it without needing to download it and re-upload it in the right place. The moved file takes on the permission of the folder you move it into, so check the destination folder's permission first.
Good to Know
- Every rename, move, and delete action is recorded in the Activity Log with who did it and when — useful when you need to know who removed or moved a specific document.
- A moved file takes on the permission level of the folder it's moved into, since permissions live on the folder, not the file.
- These same actions (Rename, Move to…, Delete) are also available on folders themselves, not just files. One exception: Email Attachments is a locked system folder. It has no checkbox and no Actions menu, and it can't be renamed, moved, or deleted.