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Specifying a Display Name for Documents

Updated

As a Community Owner, you have the ability to specify a display name for any documents in your community. This will allow community owners greater flexibility and can help ensure that the name of the document is meaningful for business users.

 

Steps for Specifying a Display Name for Documents

  1. After logging in, select Documents on the left-sidebar.
  2. Click on the row of the document you wish to change the display name.
  3. Click on the Edit display name link.
  4. Change the name of the document.
  5. Hit Enter on your keyboard or click anywhere outside of the text field.
  6. A quick message will display saying "Display Name was successfully changed."
  7. Click on the "< Back to Documents" link.
  8. To show that new name, now you need to add the Display Name column. To do this, click on the cog icon on the column row.
  9. Find the Display Name attribute, and click on the checkbox.
  10. Click Save.
  11. You will now see the Display Name property in the list.
  12. You can move this column to a different location by holding down on the click, and drag it to a different position.

 

Details on Specifying a Display Name for Documents

  1. After logging in, select Documents on the left-sidebar.
  2. Click on the row of the document you wish to change the display name. (for this example, we'll select Test 1)
    steps_1-2.png
  3. Click on the Edit display name link.
    steps_3_and_7.png
  4. Change the name of the document. (For this example, we'll rename it to 'Received Goods')
  5. Hit Enter on your keyboard or click anywhere outside of the text field.
  6. A quick message will display saying "Display Name was successfully changed."
  7. Click on the "< Back to Documents" link.
  8. To show that new name, now you need to add the Display Name column. To do this, click on the cog icon on the column row.
    step_8.png
  9. Find the Display Name attribute, and click on the checkbox.
  10. Click Save.
    steps_9-10.png
  11. You will now see the Display Name property in the list.
    step_11.png
  12. You can move this column to a different location by holding down on the click, and drag it to a different position.step_12.gif

 

Once you have your view set up, you can save and share this view with other users.  Please see the article on Sharing Views if you need assistance.

  

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