General > Reference Numbering
Reference Numbering | Specify how the Form will be automatically assigned a reference number by the system both as a Draft and once it has been Issued. | The next reference number is generated by looking up the previous reference number that matches the format described here, and then incrementing the number by one. If you specify the number format to be the same as for another Form type, the numbering will not be unique. If you are using the Form type only within one company, you may prefer to un-toggle from which includes the code of the company who sent the Form in the Reference Number, e.g. GEN:DEM-PC#0001, where DEM is the "from" company. WARNING Once the form has been created and submitted this configuration cannot be changed. It is important to get this right prior to any form being created and submitted. Click here for detailed information regarding document numbering. |
|---|---|---|
May Edit Reference Number | Specify who can edit the reference number at when. | Toggle on or off who can edit the reference number and when it can be done eg on Create or Reply. |
May Edit The Title | Specify who can edit the title on the form. | Add users, groups, roles, companies, administrators, author etc who can edit the title on the form. To see who is excluded from editing the title toggle on "Show Exclusions". |
May Edit Due Date | Specify who can edit the due date on the form. | Add users, groups, administrators to be able to edit the due date at any time. To see who is excluded from editing the title toggle on "Show Exclusions". |