{"id":12929,"date":"2020-01-29T15:11:38","date_gmt":"2020-01-29T06:11:38","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/support\/?post_type=manual_kb&p=12929"},"modified":"2020-04-06T17:06:59","modified_gmt":"2020-04-06T08:06:59","slug":"document-number","status":"publish","type":"manual_kb","link":"https:\/\/www.eformsign.com\/en\/support\/knowledgebase\/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 number 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 the All documents and Manage documents menus, 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 admin<\/strong> and the\u00a0Template Manager<\/a><\/strong> 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 Dashboard > Manage templates menu.<\/li>
  3. Select the Settings (gear) icon of a template to go to the Template settings page.<\/li>
  4. Tick the ‘Set Document Number’ checkbox in the ‘General’ page.
    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>
        3. You can also make it so that a number is generated at a step other than the Start and Completion steps of a workflow.
          <\/li><\/ol><\/li><\/ol><\/li>
        4. 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 All documents and Manage documents menus. <\/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 component in the form builder.<\/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. Check the ‘Set document number’ option in the General menu of the Template settings\/Create template page.<\/li>
          5. Select a document number rule.<\/li>
          6. Click ‘Save’ to apply the settings.<\/li><\/ol>\n\n\n\n