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Edit or remove a document auto-numbering scheme

Change a document auto-numbering scheme.

Changing a document auto-numbering scheme won't affect any document numbers already assigned to documents under the scheme.

Schemes can be created using document fields only or using a combination of both document fields and project fields that you've applied to your document types. Learn more about creating autonumbering schemes.

Things to note:

  • A document auto-numbering scheme must have at least two fields, one of which must be the Sequence Number.
  • Only single select list document fields that have been enabled for your project will be available to use.
  • If you want to use a project field in your autonumbering scheme, you need to apply it the relevant document types, make the field mandatory, and enable codes. Codes can be enabled when editing the project field. If you miss one of these steps, the project field and/or document type won't be available for selection on this screen.
  • A document type can only be assigned to one document auto-numbering scheme.

  1. From the main navigation menu, click Setup and select Project Settings.
  2. Click Documents from the left panel and click Document Numbering.
  3. Click the name of the document auto-numbering scheme that your want to edit.
  1. Update the scheme as required. You can:
  • Change the name and sequence numbering for your scheme.
  • Add or remove document types this scheme applies to using the dropdown under Apply this scheme to.
  • Click Remove to remove a field from your sequence.
  • Click Add Field to add a fields to your sequence.
    • Use the dropdowns in each field to choose document fields, project fields and separators for your scheme. You'll see a preview of your scheme as you make changes.
    • If you want to use a project field in your autonumbering scheme, you need to apply it the relevant document types, make the field mandatory, and enable codes. Codes can be enabled when editing the project field. If you miss one of these steps, the project field and/or document type won't be available for selection on this screen.
    • Select a separator. The default separator character is a hyphen. You can also choose to combine two fields without a separator by choosing None.
    • Drag and move the fields around to create your desired sequence.
  1. Click Update.

Tip!

Autonumbering schemes cannot be deleted, but you can remove all Document Types from a scheme so it has no effect.

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