How to rename your Data Room?

As your projects evolve, you might need to update the name of your data room to better reflect its current purpose or content. This guide will walk you through the process of renaming a data room in Papermark.

Before you begin

Renaming a data room is a straightforward process, but it's important to consider a few things:

• Inform team members about the name change to avoid confusion.
• Update any external references to the data room if necessary.
• Choose a clear and descriptive name that accurately represents the data room's content.

Accessing the rename feature

1. Log into your Papermark account.
2. Navigate to the data room you want to rename.
3. Click on the "Settings" tab in the top navigation menu.

Renaming the data room

1. In the Settings page, look for the "General" or "Data Room Information" section.
2. Find the field labeled "Data Room Name" or something similar.
3. Click on the current name to edit it.
4. Type in the new name for your data room.
5. Look for a "Save" or "Update" button near the name field.
6. Click the button to save your changes.

What happens when you rename a data room

When you rename a data room:

• The new name will be visible to all users with access to the data room.
• The URL of the data room may change if it includes the data room name.
• Any existing links to the data room should still work, but this may depend on how Papermark handles URLs.

Best practices for naming data rooms

• Use clear, concise names that describe the content or purpose of the data room.
• Consider using a naming convention for consistency across multiple data rooms.
• Avoid using special characters or overly long names that might cause issues with URLs.
• If applicable, include relevant project codes or client names in the data room title.
• For a more professional look, consider setting up a custom domain for your data room.

Rename Your Data Room Now

Updating related information

After renaming your data room, you might need to:

1. Update any internal documentation that references the old name.
2. Inform external stakeholders about the name change if they have direct access.
3. Check and update any integrations or automated processes that might use the data room name.
4. If you've customized your data room branding, ensure it still aligns with the new name.

Troubleshooting

If you encounter any issues while renaming your data room:

• Make sure you have the necessary permissions to make changes to the data room.
• Try refreshing the page if the new name doesn't appear immediately.
• Clear your browser cache if you're still seeing the old name after saving changes.
• Check our guide on managing user permissions if you're having access issues.

Conclusion

Renaming a data room in Papermark is a simple process that can help keep your workspace organized and your projects clearly identified. By following these steps and best practices, you can ensure that your data rooms always have the most appropriate and up-to-date names.

If you need any further assistance with renaming your data room or have other questions about managing your Papermark workspace, don't hesitate to reach out to our support team. For more information on data room features and management, check out our guide on what you can set in a Papermark data room.