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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.
This will help you to ensure the numbering sequence for your Documents is always correct on your Projects.
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You cannot toggle this feature on and off. |
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Using Auto Numbering will disable "File Naming Convention" and "Auto Field Matching" |
How to Configure Automatic Document Numbering
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| You will need to be a Project or Register Admin to access these options. |
1. Go to configure.
2. Click Modules.
3. Click Publication Space.
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4. Under Publication Space Module click Settings.
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6. Select Enabled.
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Create New Template
7. Click on Create New Template.
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Setting the Fields to Include in the Numbering Sequence
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You can create user fields to use in your numbering template however they need to be made mandatory (required) in order to be selectable in the sequence. |
9. Select the fields you would like to form the Numbering Sequence.
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10. By default you will be able to select Project, Company and all User Field's with selectable options.
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11. To add another field to the numbering sequence click the + Sign.
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Setting the Sequence Number Format
15. The sequence number (max 8 characters) can be configured in terms of
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Apply Number to Which Document Types?
18. Select the document types to apply this Sequence to.
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21. This new template will now be displayed in the Auto Numbering section.
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15. How to use Automatic Document Numbering.
16. After configuring an Automatic Document Numbering format as above, you can start using it during your uploads.
17. Upload your documents by drag and drop.
18. On the upload page select the Document Type.
19. In this example, Manual is selected.
20. This will now use the Automatic Numbering template configured for this type.
21. You will see the Document Number change to the configured format.
22. Select values for the other fields that are part of the Numbering format and the rest of the Document Number will be automatically updated.
23. The Sequence number is only generated after clicking uploaded.
24. If all the fields required as part of the Automatic Document Number is filled in on the upload page, click Upload.
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