Applying Document Number Masks

If a fixed document numbering format is to be used on a project, it is possible to define this format within InEight Document to ensure the format is adhered to for all documents uploaded to the project. Multiple fixed formats masks are also supported.

To define document number masks:

  1. Select the document in the Register.

  2. Click Actions.

  3. In the Admin menu, select Document Mask.

    Document Mask selected in Action-Admin menu

  4. Click the document mask buttons to create the document mask number. The document mask can consist of any of the following:

    • N = Alpha or number characters (0-9, A-Z).

    • A = Alpha characters only (A-Z).

    • # = Numeric characters only (0-9).

    • X = Any alpha or numeric characters.

    • - = Use the hyphen as a separator when required.

    Create the document mask number

  5. Click the plus icon to add the document mask number.

  6. Click Save.

  • To control the length of document numbers, select the Document Number length should be the same as the document mask check box.
  • Use the Other button to define fixed characters as part of the document number. For example, to have the project number as the first 4 characters of all documents.
  • A series of alternative masks can be used on a project. Documents uploaded must conform to one of the masks in use.
  • Use the arrow buttons on the right of the screen to move a Document mask up or down. This determines the order of preference of the document masks.
  • Click the minus icon to remove a mask from the system.
  • When users are entering new documents into to the system, they will see the document mask icon in the document entry screen. They can use this icon to see the document mask(s) in use on the project.