There should be a way to rename personal docs similar to reviewing docs. Like you click on one>it pops up>you rename it> and then you can easily click to the next doc to rename that one.
I find our agents are letting pages and pages of signed documents build up and then having a hard time finding the documents they need to complete their checklists. Which in turn delays us getting paperwork!
Created By Shelby
RequesterThere should be a way to rename personal docs similar to reviewing docs. Like you click on one>it pops up>you rename it> and then you can easily click to the next doc to rename that one.
I find our agents are letting pages and pages of signed documents build up and then having a hard time finding the documents they need to complete their checklists. Which in turn delays us getting paperwork!
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