Setup Document Numbering Pattern

The Document Manager module enables Project Managers to construct customized Document Numbering Patterns and assign them to folders. 

These Numbering Patterns can be defined, edited, and applied to folders as a validation rule while uploading the documents.

By establishing the document numbering pattern, you can organize and find your information easily and quickly.

To set up the Document Numbering Pattern:

Step 1: Navigate to the Document Manager list view and click the icon from the toolbar. 

Step 2: Key in the document numbering format and click Ok. 

Result: During folder creation, the system prompts users to specify the folder name as per the document numbering pattern set.

Related Tasks

Set up Access and Permissions for Document Manager

Create New Folders

Upload and Download Files

Update Document Properties