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What is Automatic Document Numbering?

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-Specifications

-Meetings Minutes

 

How to use Automatic Document Numbering

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  1. After configuring an Automatic Document Numbering format as above, you can start using it during your uploads.
  2. Upload your documents by drag and drop
  3. On the upload page select the Document Type
  4. This will now use the Automatic Numbering template configured for this type
  5. You will see the Document Number change to the configured format
  6. Select values for the other fields that are part of the Numbering format and the rest of the Document Number will be automatically updated
  7. The Sequence number is only generated after clicking uploaded
  8. If all the fields required as part of the Automatic Document Number is filled in on the upload page, click Upload

 

You will see the new Document(s) that are uploaded have been given a Document number along with it's sequence number.