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Canopy has added AI to yet another area of the product! You\u2019ll see this in two areas of the product. First, within the settings menu, you\u2019ll see Document Settings. In that menu, you\u2019ll set your global naming conventions. Options include the following:<\/p>\n
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Choose any of the above options and order them as you like, including formatting (dashes, spaces, etc.). You\u2019ll see a preview of the rules you\u2019ve set up at the top of the menu.<\/p>\n
Once this is set up, as you work through the files inbox, you can select multiple files and then use AI to rename them. You\u2019ll be able to accept or decline the name before saving.<\/p>\n
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Too much time is spent renaming files and looking for files. When files can be renamed so that all files match a global naming convention, in not only saves time on the front end (renaming) but also on the back end (searching and locating).<\/p>\n
This also ensures the naming convention is followed firm wide without ever having to train on it or remind firm members of the formatting.<\/p>\n
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This feature is located within Document Management.\u00a0<\/p>\n
You\u2019ll see the Document Settings in the main settings menu. And you\u2019ll see the magic pencil anywhere you can locate a document \u2013 the files inbox or the files tab on the client record.<\/p>\n
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Check out these help articles<\/a> to get up to speed!<\/p>\n<\/div>\n