How do I rename a file after it is already in CCH Axcess Document?

  1. Select Applications from the navigation panel.
  2. Select Work with files under the Document heading.
  3. Select Clients from the left hand navigation panel.
  4. Select the client or client folder that contains the file you wish to rename.
  5. Right-click your mouse on the file, and select Properties.
  6. Edit the file name, and select OK.
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