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Using Components: Document

Example of using the document component

What is it used for?

The document component is used for entering document-related information in the document itself. You can select either one of the document ID or document number.

The document ID is a unique document ID assigned in the system, so it does not require separate settings.

For settings related to document number, upload a template and then go to Template settings > General.

Component Properties

① ID

Enters the ID of the document component (e.g. the component ID is ‘doc No.’ for document number).

② Document info type

Selects the type of information that will be used.

  • Document ID: A unique ID containing 32 digits of alphanumeric characters assigned to all documents in the system.
    E.g. 0077af27a98846c8872f5333920679b7
  • Document no.: The document number set in Template settings > General.
    For more information, go to Generating and viewing a document number.

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