SharePoint Document Naming Convention

When documents are synced to SharePoint, they are automatically organised and renamed using a standard naming convention.

This helps keep documents consistent, searchable, and easier to manage.

How It Works

After selecting Sync to SharePoint, uploaded documents are automatically transferred to SharePoint and organised into the appropriate folders.

During the sync process, document names are generated automatically using available information, such as:

• Document category
• Applicant or entity name
• Relevant dates
• Other document-specific details

The naming format may vary depending on the document type and available information.

Document Categories

Documents may be organised into categories such as:

• ID
• Income
• Statements
• Liabilities
• Property
• Searches
• Pricing

Important Notes

• Document names are generated automatically during the sync process.
• Multiple uploads or resubmissions may result in multiple versions of a document appearing in SharePoint.
• Clear and high-quality uploads help ensure accurate document naming.

Troubleshooting

If a document appears with an incorrect name:

1. Verify that the uploaded document is clear and legible.
2. Re-upload the document if key information is unreadable.
3. Sync the document to SharePoint again.

Best Practices

• Upload clear, high-resolution files or PDF documents.
• Ensure important details such as names and dates are visible.
• Review synced documents to confirm they appear in the expected category.

Consistent document naming improves document organisation, searchability, and downstream processes.