Document settings and their purpose

Document settings consist of several parts. You will find registration number series under Settings → Documents. In the Documents administration menu, you can manage types, statuses, categories, and text templates. Modify the visibility and requirement status of standard fields in the Module field settings → Documents section, and create new fields in the Custom fields section.

These areas work together: the document type can suggest a title, category, and text template; the category helps select the registration number series; and field settings determine what the user sees on the form.

Before changing settings, select a single test process. After changing a value, reopen the new document form to verify that the correct category, number, and template are suggested. If you do not see a section, contact the administrator regarding access to settings.

Related articles

• Document registration number series
• Number series by category and organization