Storage and SharePoint
Will changing organisation or remittee names break document links?
Document identity is not the display name alone. Organisation-name edits retain the existing storage folder.
Navigation: Open Forms 145/146 → Forms Dashboard → organisation settings / form remittee correction → Documents
How to do it
- For an organisation rename, use the edit control beside the dashboard organisation selector and save Organisation Name.
- For a draft recipient correction, edit/save the same form and inspect its resulting remittee binding in Documents.
- Use a file's own Rename action to change its display/stored filename.
- Open an existing file after a correction and report a missing external destination instead of recreating folders manually.
What to expect
Saved references and stable identities allow display-name corrections without guessing locations from names.
Important details
- Do not assume renaming an organisation automatically renames its historical folder; the Storage page explicitly says it keeps that folder.
- Before another remittee identity is created, matching considers existing identifiers and compatible names; ambiguous/conflicting identities still need review.