When you upload a document to your Vault, the original file name is used as the name of the file. This is the nickname. This is an intentional security feature designed to maintain a clear "paper trail" and preserve the integrity of the source file as it existed on your device at the time of upload.
You can update the file name as it is displayed in the Vault by changing the nickname field. The nickname is the primary label you will see in your Vault.
To edit a document Nickname:
From your selected client profile, select the Vault on the left-hand navigation.
Underneath the nickname column, hover over the row you wish to edit.
Click the Pencil Icon next to the current nickname (usually the first column).
Type your preferred name (e.g., "Signed 2024 Will") and press Enter to save.
