Autonumbering and download file naming settings

Autonumbering and download file naming convention settings can be found by clicking the Project Configuration tab in project settings. Use the Project area drop-down menu to switch between autonumbering and download file name conventions.

Autonumbering

The reference numbers of all modules (except Documents and Packages), created via InEight Document are automatically generated by the system.

For example, the default numbering system for mail is: <Mail Type>-<From Company ID>-<Sequential No.>. So an RFI sent by the company InEight (INEIGHT) would be auto numbered as RFI-INEIGHT-000001

InEight Document also supports the configuration of customer specific reference numbering systems for all modules.

While Document numbers are usually entered manually into InEight Document during the process of uploading documents to the system, these can also be automatically generated if necessary.

InEight Document supports auto numbering for documents based on selected metadata 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.

Numbering schemes can also be removed. To remove the existing number scheme, click the Delete icon next to the prefix, and then confirm. After the numbering scheme is deleted, the suffix applied can restart from 0, and you must enter numbering schemes manually.

Downloaded file naming conventions

The downloaded file naming convention is applied to items when they are downloaded from different areas of the system. You can choose to maintain the original file name or set up a file name format.

To set up a file name format, click the Add icon. The Define Download File Name dialog box opens. You can then select the fields that make up the file name when downloaded and the static characters to use as the download file name.