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This functionality allows you to configure a pre-determined document numbering sequence as a template that can be applied to your documents on Upload to Automatically number your documents.
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- Under Auto Numbering Click on Create New Template
- Provide a Template name
- Select the fields you would like to form the Numbering Sequence
By default you will be able to select Project, Company and all User Field's with selectable options
To add another field to the numbering sequence click the + Sign
To remove one select the - sign
To define separators between the fields select from the
The last field will always be the Sequence number.
The sequence number can be configured in terms of
-Length - defined the length of number in the sequence
-Start at - defines at which point the sequence begins
Select the document types to apply this Sequence to.
Document types examples
-Manual
-Drawings
-Specifications
-Meetings Minutes
How to use Automatic Document Numbering