Rename, Duplicate, Move or Copy a file or document

If you right-click any document in triConvey, you will find additional options that you can action.

Table of Contents

• Rename a file
• Replace a file
• Duplicate a file
• Move a file to another folder or matter
• Copy a file to another folder or matter

Rename a file

Select Rename to change the name of an uploaded file.

Replace a file

Select Replace to change an existing file with another from your local desktop.

Duplicate a file

Select Duplicate to create a copy of the file under the same directory of the matter.

Move a file to another folder or matter

Select Move to to select a new location for the file.

You can choose to move it to a different folder or a different matter.

Copy a file to another folder or matter

Select Copy to to create a copy of the file.

You can choose to move it to a different folder or a different matter.