Automatic Document Numbering?
- Former user (Deleted)
- Jane Padgett
- Rebecca David
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 ensure the numbering sequence for Documents is always correct on your Projects.
Automatic Document Numbering is set up by the Administrator on your Project.
This feature cannot be switched off once set.
How to Use Automatic Document Numbering
The file you are uploading must have the revision number whether it is alpha or numerical in either () or []
1. Upload your documents by drag and drop.
2. On the upload page select the Document Type.
3. In this example, Manual is selected.
4. This will now use the Automatic Numbering template configured for this type.
5. You will see the Document Number change to the configured format.
6. Select values for the other fields that form part of the Numbering format and the rest of the Document Number will be updated automatically.
7. The Sequence number is only generated after clicking uploaded.
8. Once all fields required as part of the Automatic Document Number are filled in click Upload.
9. You will see the new Document(s) that are uploaded have been given a Document number along with it's sequence number.