Change name & description
You may want to change the name or description of a Dossier after it has started. Any Team Member can easily do so by clicking on the name or description and changing the value. Clients cannot change these values.
Rename a Dossier
If you want to rename a Dossier, just click on the name of the Dossier at the top of the Dossier page. This will turn the text into a field where you can change the name. Click outside of the text field to save your changes. Press Escape to cancel and remove any changes.
Change Dossier descriptions
You can do the same for the Dossier description and internal description in the Details section to the right of the Timeline. If you want to change the description of a Dossier, just click on the description (or internal description). This will turn the text into a field where you can change the text.