How To Rename A File In SharePoint

Renaming a file in SharePoint can help you better organize your documents and improve your overall document management process. Efficient workflow is essential for maintaining a streamlined work environment, and SharePoint offers a range of options for renaming files.

The first option is to simply right-click on the file you wish to rename. A pop-up menu will appear, allowing you to select the “Rename” option. This intuitive method is quick and easy, providing a straightforward solution for renaming files in SharePoint.

Another user interface option is the Document Information Panel (DIP) in a modern document library. By clicking the “i” icon, you can access the DIP and conveniently change the name of the file as desired. This feature is especially useful when dealing with multiple documents and allows for efficient document management.

If you are working with browser-editable documents, such as files in Word, Excel, or PowerPoint, you can utilize Office Online to rename your files. Simply open the file in the respective Office application via Office Online and click on the top bar where the file name appears. This allows you to modify the name of the file on the fly, ensuring seamless document editing and organization.

It’s important to note that the Office Online option for renaming files is only available for documents that can be edited in the browser. For files that cannot be edited in the browser, alternative methods should be utilized.

In advanced scenarios, the SharePoint REST API can be leveraged to rename files. Although the “Rename file” action is not available in Power Automate for SharePoint libraries, the “Send an HTTP request to SharePoint” action can be used with the SharePoint REST API. This action requires obtaining the ListItemEntityTypeName property from the Get file properties action and specifying the new file name in the Body of the HTTP request. This method offers versatility and flexibility for renaming files programmatically.

By exploring these different methods for renaming files in SharePoint, you can tailor your approach to suit your specific needs and enhance your document management process. Incorporating efficient workflow practices ensures seamless collaboration and organization within your SharePoint environment.

User Interface Options for Renaming Files in SharePoint

SharePoint offers several user-friendly options for renaming files, making it easy to update file names without any technical knowledge. The first option is to right-click on the file and choose “Rename” from the pop-up menu. This method is simple and straightforward, allowing you to quickly change the name of a file.

Another option is to use the Document Information Panel (DIP) in a modern document library. To access the DIP, click on the “i” icon next to the file’s name. This will open a panel where you can modify the file’s properties, including the name. Simply make the desired changes and save them to update the file name.

If you need to rename a file that can be edited in the browser, you can utilize Office Online. Open the file in Word, Excel, or PowerPoint using Office Online, and you will see the file name displayed on the top bar. Click on the file name and edit it inline to rename the file. This option is ideal for quick changes without the need to download and re-upload the file.

It’s important to note that the “Rename file” action is not available in Power Automate for files in SharePoint libraries. However, you can use the SharePoint REST API in combination with the “Send an HTTP request to SharePoint” action to rename files. This method requires obtaining the ListItemEntityTypeName property from the Get file properties action and specifying the new file name in the Body of the HTTP request.

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