{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/84910e0d829045129772e8bfb47f7042\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/84910e0d829045129772e8bfb47f7042-26d11ea56acbf02d.gif","duration":482.982,"title":"Automatic Document Renaming for Client Files","description":"This Loom shows how to turn on and configure the automatic rename document feature. It explains enabling the global client naming convention in Settings under AI agents, choosing whether to rename immediately or always ask, and configuring filename fields, formatting, missing-information handling (skip or default text), and separators (dash, underscore, period, or space). After upload, firm users see old and proposed filenames with options to approve, edit, reject, or accept all, and files renamed with the feature display a sparkle icon and prior name details. It also covers Just Do It mode, including a low-confidence case flagged with an 8 percent confidence banner requiring user verification."}