(Dansk version)

Overview

Document title pattern is used to automatically generate titles for documents based on specific variables such as template title, case number, or date. Patterns can be defined at category or global level and provide consistent document names.

Fill in title field when creating documents.

This setting is a simple way to control how newly created "Documents" and "document registrations" are named, and can be defined at the Global level and on specific Document category

• Definition of global document name affects all document categories, and is found in setting "(84) Fill in title field when creating documents" - See Documents settings . It follows the same logic as the setup on specific document category explained below.

<aside> ⚠️

Please note:

• Settings applied to the document category have higher priority and override the global settings, if any exist. </aside>

<aside> 💡 Tip:

• Right-click within the field and use the Insert tag context menu to apply the supported tag.
• Title pattern can be applied to DocuNote Forms - Signing (Adm) of particular category via Create and send option as well. </aside>

Defining “Fill in title field when creating documents” on specific document category

When applying document category pattern settings, all newly created "document registrations" and documents with this document category will be named respectively.

• Navigate to the Backstagepanel and under Systemadministration select System Setup*.*

• Switch to Documents and cases tab.

• Navigate to your existing document category located in Document categories folder, and double-click it to edit.

  

• Next to Fill in document title, specify the pattern formula. For more information about pattern formulas, see Pattern examples later in this manual.

  <aside> 💡 Tip:

  • Right-click within the field and use the Insert tag context menu to apply the supported tag.
  • Title pattern can be applied to DocuNote Forms - Signing (Adm) of particular category via Create and send option as well. </aside>

• Save your settings.

Pattern examples