Document naming in DocIQ is designed to help keep files consistent and easy to manage. Based on feedback, improvements have been made to better align with your file naming conventions and administrative workflows.

What’s changed

• A no-comma name format: Allows client names to appear as Smith John instead of Smith, John
• Consistent capitalisation: Client names are normalised to a consistent case. This prevents formatting from source documents, such as ALL CAPS names on identity documents, carrying through into file names.
• A reliable financial-year token: The existing {financialYear} token now consistently renders in the format FY25-26 A new {calendarFinancialYear} token has also been added, rendering as FY26 Variations in messy source formats are handled automatically.
• Shorter names for SharePoint:To help manage document length, particularly for SharePoint environments, additional naming options have been introduced, including:
  • Abbreviated lender names
  • Client initials
  • First name only
  • Last name only
  • DD/MM/YY date formatting
• Consistent admin and broker settings: The brokerage-admin configurator now mirrors the options available to brokers., meaning brokerage-wide defaults will behave exactly as expected
• Editing in Review keeps your settings: When editing information within the DocIQ Review screen, document names will now continue to follow your configured (or inherited) naming preferences rather than reverting to default formatting.

Why it matters

Greater flexibility and consistency when working with automatically generated document names. Whether you're managing files individually or setting naming standards across a brokerage, document names can now be configured to better align with your existing filing conventions while remaining concise and consistent.

Where to find it

Brokers:
Opportunity > Attachments > Upload > Document Name Configurator

Brokerage admins:
Mercury Nexus Admin > CRM Settings > DocIQ Naming

Read the full guide:

https://connective.atlassian.net/wiki/spaces/PM/pages/3722117122/DocIQ+-+Automatically+Rename+Documents+in+Mercury+Nexus+WIKI

A number of updates have been made to improve how DocIQ processes documents and handles uploads.

Better reading of rotated documents

• Rotated or sideways scans can sometimes affect both readability and data extraction. DocIQ now automatically detects page orientation and rotates documents where required before processing, while leaving correctly oriented pages unchanged.
• Images uploaded sideways, particularly those shared through mobile devices or messaging apps, can sometimes lose orientation information. DocIQ now corrects image orientation before reading the document, helping improve the accuracy of extracted data.

Increased upload limits

• The maximum upload size for document attachments has been increased from 20MB to 30MB. Please note email attachments remain subject to a 20MB limit.

We've refreshed the Mercury Nexus dashboard with a cleaner, more intuitive layout to make it easier to find what you need.

What's New?

• Application summaries: Each app and tool now includes a short description, making it easier to understand what it does before you open it.
• Information Hub: The Wiki, Training Hub, Events, Community, and Lender Updates are now grouped together in one place.
• Connective Lending: All Connective Lending products are now organised into a single section for simpler navigation.

See exactly where your clients are up to in their Client Portal requests with the new Request Overview tab.

Instead of chasing updates or wondering what's still outstanding, you can now view the status of every module in a request, see who's responsible for completing it, and quickly identify where progress has stalled.

Explore Request Overview

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

You can now create reusable Client Portal templates with your preferred documents, DigiSign settings, questionnaires, client details and more. 

Apply a template in just a few clicks to deliver a consistent experience for every client while reducing setup time.

Create a Template

Based on member feedback, DocIQ can now be configured in the Admin App so administrators can set document naming conventions once and automatically apply them across all users in the organisation.

See DocIQ Wiki

From faster document requests to improved document review and more control over client communications, these Client Portal updates will help you spend less time on admin and more time supporting your clients.

What's new?

1. Doc Request Template Configuration
For fewer back-and-forths and faster document collection across every deal, standardise document requests with pre-set classifications, quantities, and requirements - so every request goes out complete and ready to action.

2. Document Viewer Enhancements
For faster document reviews without switching tools, zoom, expand, and view documents full screen -across PDFs and images - so you can quickly check details in one place.

3. Contact Validation on Requests
For fewer failed requests and less time chasing clients, validate contact details upfront with prompts for missing information - so requests only go out when everything is complete.

4. Smarter Date Capture for Address and Employment
For more accurate data without slowing down clients, capture full dates where it matters while keeping historical entries simple - balancing precision with ease.

5. Invitation Email Improvements
For more polished and consistent client communication, customise invite emails with your branding while preserving formatting - so what you create is exactly what your client sees.

6. Split and Cross-Collateralised Loan Support
For confidently managing complex loan structures, clearly map relationships between loans and properties - so even split and cross-collateralised deals are easy to understand and manage.

To get started visit the Client Portal, check out the Wiki for a step-by-step guide.

Explore Wiki