Overview

Every item in DocuNote has its own unique ID which is automatically generated by the system in a random 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.

  1. Click the DocuNote*,* and then click System setup.
  2. On the ribbon bar, click the Number seriesand select one of available types*.*

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/443db080-ecad-488d-880d-c68fb4f40178/ns01.png

  1. Provide the number series with the name.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/a1c29a9e-dcee-48be-8462-a38c86825128/ns02.png

  1. 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.
  1. Save your changes.

<aside> ⚠️ Please note