If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

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.

1 votes

New Idea · Last Updated