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so today we'll just again talk about the standard doc name so we'll talk about their impact and how they can impact you and your team's workflow as well as just some simple and creative ways how they can be used to save you time all right so let me start by hopping over to pipeline and first talk about what Doc's and ER doc names are so like I mentioned they are a method of bringing consistency or uniformity to your doc names so I'm going to head over to the standard doc name setup area so creating or setting up your doc names here will allow you to specify the doc names you want to be used across your account and by adding them here that means whenever anyone is adding a doc to a transaction they'll bill be presented with this list of DOC names in their drop-down list when they're going to name that document okay so again that consistency is huge you do not want Doc's with all kinds of names whatever an agent decides to name something in their own fashion or whatever a scanner happens to name something when it's uploaded to the system etc so again having these is huge so let me let's let's talk about the second major benefit and that is ease of entry for the agents or admins so I'm on a transaction now and like I mentioned whenever a doc is being added to a transaction there'll be the opportunity to see these standard off names you'll see those those will automatically show up so that means whether you are uploading a doc whether you're assigning it from unassigned Doc's whether you're breaking it apart or merging it right there's the whenever you're doing those things you need to name a doc in those cases or when you're editing a doc right you always get the name there as well okay I'm so let's let's upload the doc here we select a couple Docs so notice when I've selected some Doc's here as soon as I'm presented with the page that has the the setup to be able to name those dots automatically the doc name is highlighted and I get presented with this drop down of standard doc names so really I could keep that default if I wanted to and move on to the next field or I could type a letter let's say I type a right it's going to reduce my selection to those document names that either start first start with the letter A or have the letter A later in that document name okay so really in most cases even with really long lists of document names we're talking about typing one or two characters before I've got a limited list of Docs that I'm very likely to use right and then I just selected so super super super easy just by typing a letter or two so that's what I meant by ease of entry so I'm I actually can't remember the last time I've actually typed a full document name I'm almost always selecting based on a limited list here all right and again that's where ever a doc whenever a doc is named to a transaction so they've always got that in their face at those times now if they encounter a doc name that is not in the list they can still enter it that way we're not you're not stopping them from continuing with what they need to do so if it were it happens to be there but if it were mold disclosure right I can or mobis closure be whatever I can type my own custom name doc name all right so super easy to enter and now that another benefit so those are the two main features and most most people are aware of how those work a little lesser-known is doc name matching doc May matching is when let's say I'm on a transaction I'm gonna head back to Bluebird Lane here actually let's say and admin and I'm coming to take a look at these docks to make sure they're complete etcetera so that I can check them off of the list over here what dock name matching allows is that when I click on the da or duck name of a particular document to take a look at these docks to make sure they're completed what's going to happen is over on the left it's going to find that matching tasks for me so that I don't have to hunt for it especially if I've got a super long list of tasks right so it makes it easy to find that so watch again what happens when I click on this dock name it's going to scroll down and find the first matching dock so I can easily I'm taking a look at this pretending it looks good and then I can actually go and check that off so that is the back stock name matching now by matching what we mean is that the dock name is contained in the task name right so if I were to for example click on HOA it's going to actually jump down and find the first task that contains HOA so that's what it means by matching the dock name is contained in the task name so that means when you're naming your dogs and you're naming your tasks under admin you just want to be sure that they again match what is contained in the other dock is contained in them tasks ok so and that'll save you a ton of time of these tasks I need to match those up righty and then the last little tip that I wanted to mention about that that really helps you be more creative or keep it simple you know that simple list is we adding your the simple way is adding your standard dog names to that list and whatever form that they are but you could have a need let's say you've got multiple offices and those offices use different documents a different set of dog names you could prefix your doc names with let's say the location name right so maybe Broadway is the name of the location and I'm abbreviating it BRD so Broadway agency agency disclosure Broadway earnest money deposit Broadway mole disclosure etc so that way when someone gets to that drop down maybe they type BRD to see all of the BRD documents document names okay that's one one applicability of it it could also be maybe you want to just order you know I have the doc names appear in a particular order maybe more ones that are more used you want at the top or for whatever reason you want to order them you could use numbering or maybe lettering maybe I'll start with an A or some other character etc to go ahead and order those in a particular order so that certain ones float to the top or go to the bottom etcetera okay or whatever other categorization you might want right there could be some other categorization besides location some way that you want to prefix the doc name so that it falls in a certain order you can certainly do that and again just you can get creative with with it depending on whatever your needs are and that's pretty much it other than again just encouraging you to use those because they can be so powerful both with ease of entry for whoever's adding the doc as well as just that clean consistency in keeping your account orderly and organized