Keeping client documents organised just got easier.

If your DocIQ naming conventions are configured, those settings will now automatically carry through to documents sent by your clients via the Client Portal.

Note: To ensure documents are renamed as expected, make sure each document request uses the correct classification. For example, a payslip uploaded to a Payslip request will inherit your configured naming convention. If a different document, such as an ID, is uploaded instead, it will be flagged for review in the Review Returned Docs screen.

Manage Doc Request Templates