Naming and Coding Your Document
First, you will name your inbound document (See Naming Documents for Guidance.)
- Start by ensuring your Details pane is displayed. (If it is not in view, select the < button at the top of the Filing Queue toolbar.)
- Select the document you wish to name.
- Make sure the Document is displayed in the preview area of the Details panel. (You can resize the panel and zoom the document size to see more detail; alternatively you can open the document using the Open document in window button at the bottom of the Details Pane:
- Click inside the Document Title box at the top of the Details panel. (Alternatively, type the F2 key.)
- Type the name of your document and click Enter.
NOTE: Including the document date within the Document Name allows your document to be easily grouped and sorted by date. See Supported Date Formats for details on creating recognized date formats.