Document Naming Customization

What are the different options for document naming customization?

You can now customize the name of each generated document type to include key identifying information to make it easier to recognize the file when saving it to your computer. The customization options are as follows:

• Document Name (ex. Single Will)
• Client Last Name (ex. Smith)
• Client First Name (ex. John)
• Date (ex. 20241210))
• File Number (ex. 005)

The document will be named by the order of the properties selected ex. Document name, Client Last name, File Number = Single Will Smith 005

How do I customize the document name?

1. Navigate to the Documents tab and click on the document type you would like to customize (ex. Single Will).
2. Scroll down to the "File Name" field found under the main document settings.
3. Click on "Select Option(s)" in the File Name field to bring up the dropdown list of options.
4. Select the options in order of how you would like the document to be named (ex. Document Name, Client Last Name = Single Will Smith)