...
- Go to Configure
- Modules
- Documents
- Select the Numbering tab
- Under Auto Field Matching
- Click Add Row
- Select a Company a you would like to add the Field Matching Pattern for
The Pattern is usually configured based on how your Document Number is formed. If there is a strict numbering format applied on your project an Automatic numbering pattern will be useful in filling out Meta data for your documents quickly.
An example Document Number
DEMO-MC-DRA-ELE-0001 [a] Electrical Drawing 0001
In this instance
- DEMO - is the Project Name
- MC- Is the Code of the Company that is uploading
- DRA - is the Code for the option of Drawing in the Type User Field
- ELE - is the code for the option of Electrical in the Discipline User Field
We can now configure a Auto Field Matching pattern that can be used against Document Numbers that in this format.
Project-Company-Type-Discipline
To configure this click on Edit Pattern
Give the Pattern a name
Select
How to use Automatic Field Matching
...
- Type = Report
- Discipline = Architect
FAQ's
What user field types are supported for Auto Field Matching?
Currently this feature supports
-Text
-Select
Can you have more than 1 Field Matching pattern for one company?
Yes this is posssible.