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Creating an auto-numbering system for your mail

Keep track of all your correspondence and improve ease of reporting using an auto-numbering system.

There are two ways to create auto numbering systems: at the Project Level and at the Organizational Level

Project Level

  1. From My Tasks go to Setup.
  2. In the dropdown menu select Preferences.
preferences menu
  1. On the Edit Preferences page navigate to Project.
project preferences
  1. Scroll down, under the Project-wide settings go to the Mail subheading.
projectwide mail preferences
  1. Go to Use project mail auto-numbering scheme by default for new organizations.
  2. Be sure to uncheck the box under Use Default Setting.
  3. In the drop-down menu, choose from one of four numbering systems:
    1. Mail type with Org prefix (e.g MAJ-RFI-00154)
    2. Send order only (e.g. 00154)
    3. Mail type (RFI)
    4. Recipient Org (ARK - 00154)
set autonumber scheme
  1. Select Save to set your preference
save preferences

Organization Level

  1. From My Tasks go to Setup.
  2. In the dropdown menu, under Project select Project Settings.
project settings
  1. In Project Settings click Mail, then click Mail Footers.
mail footers
  1. Under the Auto-number scheme heading, first change the Auto-number by Mail Type Organization Prefix. Usually this is the first three letters of your organization’s name.
mail auto number prefix
  1. Now set the Document Auto-number Organization Code. Note, you may simply want to use your Mail Type Organization Prefix here again. You can use the Org prefix on both mail and documents when auto-numbering.
  2. When complete, select Save.
document autonumber org code

Here’s an example of what an Auto-numbering will look like in your Aconex Mail.

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