Before you rename

• Review these considerations before renaming a new file
• You can only rename one file at a time
• Before you begin, clear hidden file extensions for known file types

Validation process

A green circle indicates the validation completed successfully. A red circle indicates the validation completed with exceptions. Exceptions appear in the window so that you can fix the issue before continuing the process. Because you can only rename one file at a time, this validation is more applicable to other File Tools operations like backing up data files.

• Scan file system to build file list - Uses the selected folders and files to build a list of files
• Validate data files - Verifies the data structure is intact and all required data components are present
• Check for files that might be overwritten - Verifies if any files in the file list already exist
• Ensure files are not in use - Verifies if any files in the file list are in use
• Verify space is available for the operation - Verifies enough disk space is available

Rename the file

1. Make a backup of your data.
2. In any accounting application, from Tools, select File Tools. In any estimating application, from File, select File Tools.
3. Select Rename. Click Next.
4. Next to the File to rename box, click Browse.
5. Browse to and select the file that you want to rename. Click Open.
6. In New file name, type the desired file name. For example, if you want to change the name of the New.glt file to Old.glt, type Old. The system adds the correct file extension.
7. Click Next to begin the validation process.
8. Click Next once the validation completes.
9. Review the file you’re about to rename. The State column indicates if you decided to include or skip the file. You can include or skip files as follows:
   • Select a file and click Skip to exclude the file and change the State to Skip.
   • Select a file and click Include to include the file and change the State to Include.
   • Click Include All to include all files and change their State to Include.
   • Click Skip All to skip all files and change their State to Skip.
10. Click Next.
11. Verify that the Execution Summary is correct. If not, click Back to make corrections.
12. Click Next to rename your files.
13. Review the information in the Operation Journal window.
14. If you want to print your journal, select Summary or Detail from the list.
    • Click Save to save your journal to a text file
    • Click Print to print your journal
15. Click Finish.

After confirming the rename resolves the issue, move the file out of the root of the company data folder. Move it into a backup folder, junk folder, or other folder.

Leaving renamed files behind can cause issues with ODBC, SQL Replicator, and third-party software. In particular when you rename corrupt or old unused files.