> For the complete documentation index, see [llms.txt](https://docs.drivepoint.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.drivepoint.io/using-the-web-app/plans/changing-names-and-plan-folder-associations.md).

# 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

<figure><img src="https://80593965-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePRvSjErXFousUDSWAz7%2Fuploads%2FoPE1vWjHabmO9Qr3l4C9%2Fimage.png?alt=media&amp;token=5e96c6f7-d23d-4b3d-bee6-31a82915ac61" alt=""><figcaption></figcaption></figure>

3. 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](https://bainbridgegrowth.sharepoint.com/sites/FlavorFusion/SitePages/CollabHome.aspx))&#x20;
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

<figure><img src="https://80593965-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePRvSjErXFousUDSWAz7%2Fuploads%2FJy8in5C1iXb0cYa7Yw9t%2Fimage.png?alt=media&amp;token=eb255e92-ce70-47aa-b220-422b7485c2a7" alt=""><figcaption></figcaption></figure>

5. Rename the folder and confirm
6. 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

<figure><img src="https://80593965-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePRvSjErXFousUDSWAz7%2Fuploads%2FEv8V9ahXsyiDwY1CKzuH%2Fimage.png?alt=media&amp;token=86322dcf-ab58-45ff-b166-04fbfc20d886" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://80593965-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePRvSjErXFousUDSWAz7%2Fuploads%2F1m49w97fuvbfQFVbvD8f%2Fimage.png?alt=media&amp;token=36fec8cc-2925-48a4-81b9-928453092982" alt=""><figcaption></figcaption></figure>

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

{% hint style="info" %}
Do NOT move the file outside of **\_\_plans\_\_** since Drivepoint won't know about the Plan  anymore.&#x20;
{% endhint %}


---

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