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  1. Smart Document Capture - Rename open file

    4 votes

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    3 comments  ·  Contacts & documents » Documents  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing your feedback on Smart Document Capture in Files.

    We understand that, while Smart Document Capture can be useful, your main requirement is to be able to rename a file while viewing it. We appreciate how removing this option has made your workflow more difficult, especially when most of your documents are classified as “Other”.

    We’ve reviewed your idea and moved it to Gaining Support so other customers can vote and share more detail about how this affects their workflow.

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    Mark Morgan-Jones commented  · 

    Please restore the ability to rename a document while it's open. The new Smart Document Capture interface removed this function, and renaming files was an important part of my workflow. Please bring this feature back