# Rename File

Note: This handler is not functional. The rename/move operation is not implemented — the handler loads the matter and document library but performs no file operation. Use the Move File handler for actual file moves.

Intended to rename files within a SharePoint document library by processing rows from an Excel file.

Filename pattern: filename must contain renamefile (case-insensitive).
Example: 20240115 renamefile.xlsx

# Columns

Name Required Description
MatterCode / SourceMatterCode Conditional Matter code identifying the source document library. Required when Url is not provided. Used to resolve the document library from the matter list.
ClientCode / SourceClientCode No Client code used together with MatterCode to identify the source matter.
Url / DoclibUrl Conditional Server-relative URL of the source document library. Required when MatterCode is not provided.
File / SourceFile No Relative path of the source file within the document library (e.g. subfolder\document.docx). Read but currently unused.
TargetFile / TargetFileName No Target filename. Read but currently unused.

Either MatterCode or Url must be provided.

# Behavior

Either MatterCode or Url must be provided to identify the source document library. When MatterCode is given, the handler resolves the document library from the matter list.

Rows are grouped by source matter (ClientCode + MatterCode + Url) and processed in batches, but no actual file operation is performed — the rename logic is not implemented.

Last Updated: 4/20/2026, 12:54:05 PM