Tree Master Renaming
BizCentric hosts various documents organized in a hierarchical tree structure. To gain further insight into managing such structures, refer to information on managing tree structures.
Here are the outlined steps for altering the identification (ID) of a master document within this hierarchical arrangement, taking an Account as an example:
- Navigate to the Tree View of the Document.
- Locate the node corresponding to the Document you intend to rename. Upon selecting this node, an option to ‘Rename’ the document becomes available.
- Proceed to rename the Account. Upon clicking ‘rename’, a dialog box will appear, allowing you to modify the document’s name.