Files are renamed using a default naming convention.
YYYY–MM_Document Type_Issuer (Full name)
Example: 2026-05_Cryptocurrency Transaction History_Robinhood
Customizing Your Naming Template
You can customize your firm's naming template. This controls the format File Intelligence uses when renaming files, so it matches your firm's existing conventions. Your template is firm-wide, so any changes apply to all files going forward.
To set your naming template:
Open any file in Liscio.
Locate the Suggested file name box in the upper right corner.
Click the gear icon to open the Naming Template settings.
Adjust the template fields to match your firm's preferred format.
A live preview at the bottom of the panel shows exactly how a renamed file will look before you save.
