{"id":11378,"date":"2021-07-29T17:08:45","date_gmt":"2021-07-29T08:08:45","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=11378"},"modified":"2022-05-20T14:54:15","modified_gmt":"2022-05-20T05:54:15","slug":"generating-and-viewing-a-document-number","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/generating-and-viewing-a-document-number\/","title":{"rendered":"Generating and viewing a document number"},"content":{"rendered":"\n

You can set a document number for documents created in eformsign. You can set a document number for each template, and can select one of four document numbering formats.<\/p>\n\n\n\n

The document number can be viewed on the document itself. Also, the document number can be viewed in a separate column in documents inboxes and the Manage documents page, and documents can also be searched using the document number.<\/p>\n\n\n\n

<\/div>\n\n\n\n

Generating a document number<\/h2>\n\n\n\n

Only the company administrator<\/strong> and members with the Manage templates<\/a><\/strong> permission can perform this action.<\/p><\/blockquote>\n\n\n\n

\"\"<\/figure>\n\n\n\n
<\/div>\n\n\n\n
  1. Log in to eformsign.<\/li>
  2. Go to the Manage templates<\/strong> menu in the sidebar.<\/li>
  3. Select the settings (gear) icon of a template.<\/li>
  4. Click Configure<\/strong> at the top of the screen.<\/li>
  5. Click the General<\/strong> tab and tick the ‘Generate a document number’ check box.
    1. Selecting a document numbering rule<\/strong>
      \"\"
      1. Serial number:
        Generated in the format of document creation order
        E.g. 1, 2, 3, and so on
        <\/li>
      2. Year_serial number:
        Generated in the format of document creation year + document creation order
        E.g. 2020_1, 2020_2, and so on
        <\/li>
      3. Template_serial number:
        Generated in the format of template abbreviation + document creation order
        E.g. Application 1, Application 2, and so on
        <\/li>
      4. Template_year_serial number:
        Generated in the format of template abbreviation + document creation year + document creation order
        E.g. Application 2020_1, Application 2020_2, and so on
        <\/li><\/ol><\/li>
      5. Choosing when a document will start being numbered<\/strong>
        \"\"
        1. Start:
          A number is generated when a document is start being created.
          <\/li>
        2. Complete:
          A number is generated when a document has been completed after going through all the steps in the workflow.

          <\/li><\/ol><\/li><\/ol><\/li>
        3. Click the ‘Save’ button at the top right corner of the screen to apply the changes.<\/li><\/ol>\n\n\n\n
          <\/div>\n\n\n\n

          Viewing a document number<\/h2>\n\n\n\n

          A document number can be viewed on a document itself by using the document component and can also be viewed in the Documents inboxes and the Manage documents<\/strong> menu. <\/p>\n\n\n\n

          Viewing a document number on the document itself<\/h4>\n\n\n\n

          You can generate a document number on the document itself by using the Document number component in Web Form Designer and the Document component in Form Builder.<\/p>\n\n\n\n

          In Web Form Designer<\/strong><\/p>\n\n\n\n

          1. Select and open the desired template.<\/li>
          2. Click Configure<\/strong> at the top of the screen.<\/li>
          3. Tick the ‘Generate a document number’ option in the Genera<\/strong>l tab of the Template settings<\/strong> page.<\/li>
          4. Select a document number rule.<\/li>
          5. Click ‘Save’ to apply the settings.<\/li><\/ol>\n\n\n\n

            <\/p>\n\n\n\n

            In Form Builder<\/strong><\/p>\n\n\n\n

            1. Open a Word, Excel, or PowerPoint document <\/li>
            2. Insert a document component in the desired location of the document.<\/li>
            3. Upload the document on eformsign by clicking the ‘Upload’ button.<\/li>
            4. Tick the ‘Generate a document number’ option in the General<\/strong> tab of the Template settings<\/strong> page.<\/li>
            5. Select a document number rule.<\/li>
            6. Click ‘Save’ to apply the settings.<\/li><\/ol>\n\n\n\n