Rename or move a file

Clients sometimes upload a PAN card where the Aadhaar card should go. Phones name photos "IMG_2041.jpg". Fix both in seconds, so files are easy to find later.

Time: under a minute.

Move a file to the right item

1. Open the Client's Files tab, or the request's page.
2. Find the file and choose Move.
3. Pick the item it belongs to.

The file now counts towards the right item, and the request's progress updates to match.

Rename a file

1. Find the file.
2. Choose Rename.
3. Type a clear name, like "PAN card front" or "Bank statement Apr to Sep".

Good to know: Renaming changes only the name shown in Reposha. Moves and renames are both recorded in the Activity log.