📂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

1. Open the Plan in Excel

2. Change the name on the top left of the screen

1. Success - Drivepoint will pick up the naming changes momentarily

Changing the name of a folder

1. Open your company's Sharepoint (https://bainbridgegrowth.sharepoint.com/sites/COMPANYNAME/SitePages/CollabHome.aspx)
2. Click on "Documents" on the left sidepanel

3. Click on "__plans__"

4. Click on the three dots next to the folder you want to rename

1. Rename the folder and confirm

2. Success - Drivepoint will pick up the naming changes momentarily

Moving a Plan to a different folder

1. Open the Plan in Excel

2. Click on the top left of the screen

3. Click on the > arrow

1. Click on the folder you want to move the Plan to

1. Click "Move Here"

2. Congrats - Drivepoint will pick up your changes momentarily

Do NOT move the file outside of __plans__ since Drivepoint won't know about the Plan anymore.