(Dansk version)
Overview
Every item in DocuNote has its own unique ID which is automatically generated by the system when the item is created. If you work with large and complex documents that are tightly controlled, you may want to assign a specific number series to a document set and use it throughout its life cycle.
The Number series module generates sequences within a user specified range. You can apply the number series to cases, documents, mail lists, templates.
Setting up number series
To create a new number series.
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Access the Backstagepanel and under Systemadministration click System setup.
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On the ribbon bar, click the Number series and select one of available types, or unfold the Number series menu in the left navigationtree and right click on the wished type and choose Create.
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Provide the number series with a name.
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Specify the expression. Please check the supported values:
| Value |
Description |
| {dd} |
The reference will be replaced with the current date |
| {mm} |
The reference will be replaced with the current month |
| {yy} |
The reference will be replaced with the current year |
| # |
The consecutive numeric value will be generated |
| $ |
The consecutive numeric value will be generated. Is automatically reset every year. |
- Save your changes.
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⚠️ Please note
- Number series name for cases and documents can’t contain any of the following characters: \ / : * ? < > |
- Number series for cases and documents are assigned on casetypes (see Documents and Cases - Case types)
- Controlling the template number serie is done in setting “(22) Template number series” (see General settings)
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