Rename a document from the viewer
You can rename a document directly from the viewer header without returning to the folder list. The inline rename flow keeps the file extension locked, updates the title across connected surfaces, and completes without a page refresh.
Start a rename
Open any document in the viewer, then start editing the title in the header using one of these triggers:
Double-click the document title.
Press F2 while the viewer is focused.
Click the pencil icon that appears in the header.
When editing starts, the full title text is automatically selected so you can type the new name immediately.
Save or cancel the edit
While the title is in edit mode:
Press Enter or click outside the field to save the new name.
Press Escape to cancel and restore the original title.
August trims the new name and prevents empty titles. If you switch to another document while editing, the rename editor resets automatically.
While the rename is saving, the input is disabled and the title cannot be edited again until the operation completes.
File extensions are preserved
The file extension is shown as a locked suffix during rename and cannot be edited separately. Extensions are matched case-insensitively, so .PDF and .pdf are treated the same way. Changing the extension is not allowed; the suffix remains attached to the new title.
For details on why extensions matter for processing and download behavior, see Supported File Formats.
Where the new name appears
After a successful rename, the updated title refreshes automatically across connected surfaces. You do not need to reload the page.
Folders view — the file row shows the new name immediately.
Chat citations and attachments — referenced documents in Assistant conversations and chat history update to the new title.
Platform Search — search results reflect the renamed title.
Workflow file previews — file pills and preview headers in workflows display the updated name.
Tabular Review previews — document titles in file preview panels update automatically.
Rename from the folder list
You can also rename documents and folders from the Folders view using the row actions menu. See Navigate and Manage Folders for the folder-based rename workflow.