Rally Knowledge Base

How do I update the Matter Name?


At this time, updating the Matter name requires resubmitting the questionnaire.  Note: This will regenerate all of the templated documents. If you manually revised the documents, these changes may be overwritten. To avoid this, it is recommended to change the name of the documents first by hovering over the documents in Matter files, selecting the 3 dots, and clicking "Rename".  


To change the Matter name:


1.  Select the Matter that you would like to change the name of and select "Questionnaire". 



2. You will then see the screen below. Here, you can rename the Matter. 



3. To save, click Next and submit the questionnaire again.




Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.