What is Automatic Document Numbering?

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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5. Click the Number tab. 

6. Select Enabled.

Create New Template

7. Click on Create New Template.

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8. Give the Template a name.

Setting the Fields to Include in the Numbering Sequence

9. Select the fields you would like to form the Numbering Sequence.

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14. The last field will always be the Sequence number. 

Setting the Sequence Number Format

15. The sequence number can be configured in terms of.

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17. Start at - defines at which point the sequence begins.

Apply Number to Which Document Types?

18. Select the document types to apply this Sequence to.

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