The reference numbers of all mail, packages or transmittals created via InEight Document are automatically generated by the system.
By default, the numbering system for example in Mail is: <Mail Type>-<From Company ID>-<Sequential No.> So an RFI sent by the company InEight (INEIGHT) would be auto numbering as RFI-INEIGHT-001
InEight Document also supports the configuration of customer specific mail numbering systems which if required, must be setup by the Project Administrator before any mails of each mail type are created.
Document Numbers are typically manually entered into InEight Document during the process of uploading documents to the system.
InEight Document supports auto numbering for documents based on selected meta data elements. When entering/uploading documents to the system, the use of automatic numbering rather than manual entry is trigged by the entry of the text “AUTO” in the document number field.
To configure auto numbering:
Go to at the top menu.
Click Auto Numbering.
Click on the relevant module.
The first step is to define the elements that will control the sequential numbering. At the Auto numbering definition window click the button to the right of the field.
At the Define Auto Numbering window select the first field that will control the numbering (for example the field) from the field drop down list and click the button.
Enter a separator (for example “-“) in the box below the field drop down and click the button.
Repeat for additional fields and separators.
Select the number of digits to be included in the numeric suffix (for example “3”) from the numbering suffix sequence length field and click .
Define the display format (controls the format of the final number generated) which will have defaulted to the Key Prefix. Click the button to the right of the field.
Select the first field to form part of the final reference number (for example ) from the field drop down list and click the button.
Enter a separator (for example “-“) in the box below the field drop down and click the button.
Repeat steps for additional fields and separators.
Select the number of digits to be included in the numeric suffix (for example “3”) from the numbering suffix sequence length field and click .
Tick to select . This allows the document number field to be automatically populated with the trigger when Automatic Mail Numbering is being used.
Back at the Auto numbering definition window click .
Once a data has been generated using a new custom numbering system the numbering system cannot be changed.
It is highly recommended you contact your InEight account representative for assistance when setting up your first custom numbering system.
Additional Information
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