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Document registration number series

Registration number series, next number, categories, and safe saving.

Last updated 20 days ago

You can find the number series by selecting Settings → Documents. For each row, specify the following:

  • Document series – the text prefix for the number, e.g., DOK-;
  • Document number – the next number the system should use;
  • Document categories – the categories to which the series applies;
  • Organization – if there is more than one in the account;
  • Default – mark this according to your numbering system.

Review all rows in the table before saving, as this form saves the entire set of document series. Do not lower the next number simply to fill a gap in the sequence. After making changes, open a new document form and check the proposed registration number.

The length of the numeric part and the number of zeros are controlled by the general numbering setting.

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