Document Names

Part3 uses standard industry terms for document names, but we know firms often name things a little differently. You can rename documents to match your team's own language!

Hot Tip: Want these names to apply to every new project automatically? Set them once in a project template instead of updating each project individually. 💥

Renaming Documents on a Project


Step 1: On your project head to settings, document settings, then open a document tab at the top.



Step 2: Update the template title, display name, ID, and choose the minimum version characters, then click save.

  • Below is an example of renaming "Submittals" to "Shop Drawings." Once these fields are updated, you'll see your naming carried throughout the platform! 🙌


You can also use this opportunity to select the disclaimer you want to be associated with this document type.

Changing a name here only affects this project. To change what all of your future projects start with, edit your project template.

As always, if you have any questions or see an issue with this document, please contact us at support@part3.io

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