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Client Discovery Document CONFIDENTIAL Please enter the details of your financial situation and your goals directly into this document. When finished, please rename and save the document to your computer.

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What is when finished please rename?

When finished please rename is a term used to describe the action of renaming a document or file once it has been completed.

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Anyone who has completed a document or file may be required to rename it for organizational purposes.

How to fill out when finished please rename?

You can fill out the 'rename' action by right-clicking on the document or file, selecting 'rename', and entering a new name.

What is the purpose of when finished please rename?

The purpose of renaming a document or file when finished is to make it easier to identify and locate.

What information must be reported on when finished please rename?

The new name of the document or file must be reported when finished please rename.

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