📂Changing Names and Plan/Folder Associations
It's helpful to understand the Sharepoint UI to make use of certain actions that are not (yet!) available in the Drivepoint interface.
Changing the name of a Plan
Open the Plan in Excel
Change the name on the top left of the screen

Success - Drivepoint will pick up the naming changes momentarily
Changing the name of a folder
Open your company's Sharepoint (https://bainbridgegrowth.sharepoint.com/sites/COMPANYNAME/SitePages/CollabHome.aspx)
Click on "Documents" on the left sidepanel
Click on "__plans__"
Click on the three dots next to the folder you want to rename

Rename the folder and confirm
Success - Drivepoint will pick up the naming changes momentarily
Moving a Plan to a different folder
Open the Plan in Excel
Click on the top left of the screen
Click on the > arrow

Click on the folder you want to move the Plan to

Click "Move Here"
Congrats - Drivepoint will pick up your changes momentarily
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