Standardized Document Names

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 >>