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standardising your companys doc names makes it easy for your agents and admins to comply with your companys document naming conventions when users add documents to a transaction they can select a name from your companys predefined list of standard document names to define standard names for your documents click your name then admin settings from the upper right corner of any page click document names click Add doc name to create a new document name or you can click the gear icon next to any pre-existing name and then rename to edit the name users will be able to choose from these names when they are uploading or assigning docks to transactions standard document names allow you to take advantage of pipelines ability to identify the checklist tasks that corresponds to a document you are working on learn more about our smart checklist help article
