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Filename Templates

Have templates that include dropdown menus and/or context input to select filenames rather than type them in. For instance, instead of typing, "Doe, John Tax Return 2020" you would have a context line "[Last Name], [First Name]" then select from a list, "Tax Return" or "Bank Statement" or "IRS Notification", then select "2020" or "2019" etc.

Ideally, this would prevent the misspelling of any words or names. It can also be applied to the portal, to give clients a guided way to designate exactly what documents they're uploading.

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