Standardizing your company's Doc Names make it easy for your agents and admins to comply with your company's document naming conventions. When users add documents to a transaction, they can select a name from your company's predefined list of standard document names.
Define Standard Names for Documents
To define standard names for your documents:
1. Click [ADMIN/SETTINGS] to access the Admin page.
2. Click [DOCUMENT NAMES].
3. 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 click [RENAME] to edit the name.
Users will be able to choose from these names when they are uploading or assigning docs to transactions.
Note: Standardized document names are not enforced. Users will be able to enter a different name in cases where a standard name is not applicable to a doc.
Automatically Align Docs with Related Checklist Tasks
Standard Document Names allow you to take advantage of Pipeline's ability to identify the checklist task that corresponds to a document you are working on. Learn more here: Smart Checklists: Automatically Align Docs with Related Checklist Tasks >>