Custom document naming and automatic SharePoint sync

Effi can file every document you accept straight into your own SharePoint, named the way your team already names things. Setup is two fields and a naming pattern, and after that you never touch it again.

Every broker ends up with their own filing habits: a naming pattern, a folder structure that makes sense to them, a place they trust to keep everything. Most software ignores that. It picks a naming convention for you, or keeps your documents locked inside the platform instead of in the storage you already use and back up.

Setting it up

1. In Effi, open your profile and go to Settings > Integrations.
2. Turn on SharePoint sync.
3. Enter your SharePoint site and the root folder you want documents to land in, then save.
4. In the document naming configurator right next to it, choose a separator, date format and name format. Effi ships with a sensible default, so you can skip this step if you're happy with it.
5. To build your own pattern, type a parenthesis and pick from the fields that appear: client name, document type, date and more. Set it once per document type.

From then on, every document accepted in Effi syncs to that folder, named to your pattern. No manual export, no dragging files between systems, nobody renaming anything by hand.

What it looks like in practice

We ran this with a demo lead, Harrison Cole, who'd uploaded his documents through Effi's Smart Fill. Once his documents were reviewed and accepted in the Documents tab, they synced straight through to SharePoint, sitting alongside every other client's folder, each file named exactly to the pattern we'd configured. No clean-up pass, and no wondering which version of a file was current.

Why it's worth ten minutes of your time

A document is only useful if you can find it again in six months. That matters most on the day a lender, your aggregator or an auditor asks how you reached a recommendation and what it was based on, which ASIC expects you to be able to show (RG 273). Consistent names in a folder structure you trust make that a two-minute job instead of an afternoon.

If you haven't turned on SharePoint sync yet, it's in Settings > Integrations, waiting for you.