Renaming a Document in Stavvy

This guide provides simple instructions on how to change the file name of a document within a Stavvy meeting or packet.

⚠️ Important Limitation

You cannot rename a Certified Document. Once a document has been finalized or certified in a meeting (RON/IPEN) or packet, the name is locked to maintain the legal integrity of the audit trail.

🛠️ Step-by-Step Instructions

Follow these two quick steps to rename your document:

1. Locate the Rename Option
   • Go to the appropriate Meeting Details page or eSign Packet page.
   • Click on the Documents tab.
   • Find the document you wish to modify, and click the ellipses ... next to the document name and then click Rename.
   • Note: If the document is Certified, the Rename option will not be visible.
2. Input and Apply the New Name
   • A prompt box will appear. Type the new, desired document name into the field.
   • Click the Apply button to confirm the change.