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Shorten a document filename before uploading

Keep filenames within the 200-character limit while preserving useful identification.

Updated 2026-11-11

The document uploader rejects filenames longer than 200 characters. Long exported names can exceed that limit when they include several account descriptions, timestamps, or repeated document titles.

Make a copy with a shorter name that still identifies the company, document purpose, and relevant period. Preserve the correct extension so the file type remains clear. Avoid placing full account numbers or other unnecessary private information in the filename.

Open the renamed copy to confirm it still contains the same document. Then select it in the uploader and check that it appears in Files to upload. A filename change does not alter the contents or satisfy a request that asked for different evidence.

If several files need clearer names, use a consistent pattern that distinguishes their periods or entities. Do not give unrelated files the same name and size if you intend to select them together, because the current selection avoids duplicate name-and-size entries. Keep the originals separately until you have confirmed receipt and the team has the documents it needs.

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