Can I rename source documents in the Binder?

Currently, it is not possible to rename source documents directly within the Binder. Documents will retain the same name they had when they were originally uploaded.

Best Practice for Document Naming

To ensure your documents are clearly identifiable in the Binder, we recommend naming your files descriptively before uploading them. For example, if you have multiple statements from the same institution, consider including distinguishing details in the file name, such as the account number or date, before uploading (e.g., Brokerage_Statement_Account1234_Jan2024.pdf).

Feedback

The ability to rename documents directly within the Binder is a feature that has been requested. If this is something you'd like to see added, please reach out to our support team so we can note your interest.