Display Requirement Form Names in Documents Instead of the Generic Application Title

When applicants submit Requirement forms (such as ACH forms, invoices, W-9s, etc.), the resulting document title defaults to the original application name rather than the name of the Requirement form that was submitted. This makes it difficult to quickly identify and differentiate submitted documents, as multiple files appear with the same generic application title. It would be much more useful if the system populated the document title using the Requirement form name (e.g., "ACH Authorization", "Invoice"), allowing you to more easily review, manage, and locate submitted documents.

  • Mercedes M
  • Aug 27 2026
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