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Standardizing document names in your company makes it easy for agents and admins to comply with naming conventions. Users can select a name from a predefined list when adding documents to a transaction. To define standard names, go to admin settings, click on document names, and add new names or edit existing ones. This allows users to choose from these names when uploading or assigning documents. Standard document names help pipelines identify checklist tasks corresponding to the document being worked on. Visit the smart checklist help article for more information.