First, you will name your inbound document (See Naming Documents for Guidance.)


  1. 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.)


  1. Select the document you wish to name.  


  1. 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:




  1. Click inside the Document Title box at the top of the Details panel.  (Alternatively, type the F2 key.)


  1. 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.