Knowledge Base

Tree Master Renaming

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  • February 6, 2024

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:

  1. Navigate to the Tree View of the Document.
  2. Locate the node corresponding to the Document you intend to rename. Upon selecting this node, an option to ‘Rename’ the document becomes available.
  3. Proceed to rename the Account. Upon clicking ‘rename’, a dialog box will appear, allowing you to modify the document’s name.