Create a predefined list of commonly used document names for your office, and optionally link each name to a specific document label and permission category. This helps streamline naming, sorting, and permissioning across all transactions.
Standardized Document Names let you define your company’s most-used document types — like Purchase Agreement, Wire Instructions, or Commission Form — so your team can apply them quickly and consistently.
You can also associate each name with a default Document Label and Permission Category, which saves time and helps enforce office-wide standards.