Rename Agreements

Rename an existing agreement.

If you have several agreements in your account, you can rename those agreements so you can locate them easily.

Before you begin

Before renaming an agreement, note the following points:

  • You can only rename an agreement if it's in the Active state.

  • An agreement name cannot be blank. If the name is empty or invalid, the platform displays a message.

Rename an agreement

Follow these steps to update the name of your agreement:

  1. Navigate to the Agreements page (Marketplace > Agreements). A list of your agreements is displayed.

  1. Select the agreement you want to rename. The details page of your selected agreement opens.

  2. Click the chevron in the upper right and select Rename.

  3. Enter the new name and then click Save.

The name is updated and displayed across all pages featuring the agreement.

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