Reference Numbering for Transmittals

Allow Company Codes to be in the Transmittal Reference Number 

You can display the From and To Company codes in the Upload Transmittal (TX) and/or the Distribution Transmittal (DTX) reference numbers. 

The option can be found in Publication Space Settings>Transmittals

Then tick either From or To or both as required.

Allow User Fields to be in the Transmittal Reference Number

User fields can be selected within the reference number of a TX and / or DTX.

1. Configure the user field that you wish to use as part of the reference number.

2. Put the code of the user field in curly brackets into the Separator field (see above).

3. Next time you upload or distribute documents, the user field value (eg ZONE) will be used as part of the reference number sequence. An example is shown below.

You can see that the user field ZONE has a value of DEF, which has been used in the DTX reference number.