Find out how DocIQ works in Mercury Nexus, and use this guide to configure your naming templates and rename documents automatically when you upload them to an opportunity.
What is DocIQ?
DocIQ is a feature in Mercury Nexus that automatically classifies documents you upload and generates a filename based on a naming structure you configure. When you upload client documents to an opportunity, Mercury reads each file, identifies the document type, and applies a filename using your template, removing the need to rename files manually.
You can use this feature to:
automatically classify uploaded client documents by type
generate filenames based on a naming template you configure
review, adjust, and approve generated filenames before they are saved
accept generated filenames
enable or disable automatic renaming at any time
Note: DocIQ applies to new uploads only. Documents already saved to an opportunity are not affected.
Set up your naming templates
Before DocIQ can generate filenames specific to your naming convention, you need to configure a naming template for each document type you use. You do this in the Document Name Configurator. Your templates are saved to your broker profile.
Step 1: Open the Document Name Configurator
Navigate to the attachments section in an opportunity in Mercury Nexus.
Open the Document Name Configurator.
Step 2: Select a document type
Select a document type from the list, for example Payslip, Bank Statement, or Driver's Licence.
Step 3: Build your naming template
Insert field tokens into the template field — such as borrower name, document type, date, or employer.
Set your global format preferences: separator style, date format, and name format.
Check the live preview to see how the generated filename will look with sample data.
Save your template.
Tip: Use the live preview to check your template before saving. This helps you catch formatting issues before they appear on real documents.
Repeat for each document type you want to configure.
Tip: You can revert any document type template back to the default at any time from the Document Name Configurator.
Step 4: Enable automatic renaming
Use the enable/disable toggle in the Document Name Configurator to turn automatic renaming on.
Note: When automatic renaming is disabled, documents upload with the original file now.
Upload and rename documents
Once your templates are configured and automatic renaming is enabled, DocIQ runs automatically each time you upload documents to an opportunity.
Step 1: Upload your documents
Navigate to the attachments section in the relevant opportunity.
Click Upload and select your client documents.
Mercury classifies each document and generates a filename using your configured template.
Step 2: Review the results
Review the results table: original filename, document classification, and proposed new filename are shown for each file.
If a classification looks incorrect, select the file to preview it, select the correct document type and reclassify, approve the revised filename.
Important: If Mercury cannot classify a document with sufficient confidence, it will not generate a filename automatically. The upload will not be blocked. Review any unclassified documents, assign a document type manually, and approve before saving.
Step 3: Accept and save
When you are happy with the results, accept the update.
Approved filenames are applied and the documents are saved to the opportunity.
What happens next
After filenames are approved and saved:
documents are stored against the opportunity with the generated filenames applied
you can return to the Document Name Configurator at any time to update your templates
any documents that were not classified remain in the opportunity and can be reviewed and renamed manually
Need help?
If you need help setting up or using DocIQ in Mercury Nexus, contact your Partnership Manager or email [email protected].