1.7 Document Numbering

Document numbering can be set at an individual site level, by default this will be set to ‘N/A’ but if it is applicable for your site, you have two options. The first option is ‘Manual Entry’, this will give a free textbox in the details of each document to manually enter a document number. The second option is ‘Auto-generated’, when switched on this will give each document a number automatically starting from 1000 for the first created document and ascending for each new document.

When switched on both options will show in a ‘Document Number’ column and you will be able to search for the number in the searchbox. Numbers and letters are accepted in the document number field for the manual entry.

Step 1: Select Document Numbering

Step 2: Select which site you want this to apply to by clicking on the site dropdown. (Each site can have its own setup)

Step 3: Select the relevant option you want to use.

Step 4: Click on Save Settings to save the selected setup.