How to rename your document in Papermark?

Need to update a file name after upload? Renaming takes only a few seconds and won't affect your existing links or analytics.

Step-by-step

1. Open the documents page – In the left sidebar, click Documents to see your file list.

2. Select and click the name – First, select your document from the list. Then click its name in the top left corner of the page (not in the file list).

3. Enter the new name – Type your desired file name (the extension stays the same).
4. Save – Press Enter to save. You'll see a confirmation notification in the bottom right corner.

Existing links keep working. All analytics, permissions, and link URLs stay unchanged after a rename.

Rename documents inside a data room

You can also rename documents directly from inside a data room without going back to the main Documents page. This is useful when you spot a typo or want to standardize file names while organizing the data room.

Step-by-step: rename inside a data room

1. Open your data room.
2. Find the document in the file list or folder.
3. Click the three-dot menu on the right of the document name.
4. Choose Rename.
5. Type the new name and press Enter to save.

Changes apply instantly across the data room, including:

• The file list
• Folder views
• The sidebar navigation in the viewer
• The automatic index file
• Data room search results

Renaming works the same way as folder renaming and doesn't affect existing share links, permissions, or analytics.

Best practices

• Use descriptive names like "Q3 Investor Update.pdf" instead of "deck_final_v2.pdf".
• Avoid special characters (\ / : * ? " < > |) that aren't supported by every OS.
• You can rename as often as you need. Links will still point to the latest version.

Need help?

Check the help center for more guides or email support@papermark.com.