How do I change the owner of a file?

Summary: This page explains how to change the owner of a file from the File Record Page. It shows where to find the Change Owner action and what happens when file ownership is updated.

You can change a file’s owner from its File Record Page. Changing the owner assigns responsibility for the file to another user and may affect who can manage or modify it.

Changing the owner from the File Record Page

Steps

• Open the File Record Page for the file.
• In the Highlights panel, click Change Owner.
• Select the new owner.
• Confirm the change.

The file is assigned to the selected user immediately.

Important to know

• You must have permission to change file ownership.
• Changing the owner does not modify the file content or version history.
• Access to the file continues to follow Salesforce sharing rules.

Why is this useful?

• Transfer responsibility for a file to another user
• Align file ownership with business processes
• Keep document management accurate and up to date

More information

If you want more background on how ownership works in Salesforce and what to consider before transferring ownership, see the following Salesforce Help pages:

• Changing a Record’s Owner
• Considerations for Changing a Record’s Owner