Generate Document Numbers

As of the 2022.2 release, you can generate document numbers for a batch of documents that have been added to your Clipboard. To successfully generate document numbers, the following criteria must be met:

1. The documents must be in Draft or For Routing status,

2. The Document Number field must be empty, and

3. The properties required to populate the Document Number field must be populated

You must be assigned to the Contributor or Contractor role to perform this task.

To generate document numbers:

1. Open the project that contains documents you want to generate document numbers for.

2. In the navigation bar, click the Documents icon .

   The Documents page appears and lists the documents that have been uploaded.

3. Filter the list to show only the documents in Draft and For Routing status.

4. Add the documents you want to modify to the clipboard.

5. Open the clipboard view.

6. Ensure the mandatory properties are populated by editing the metadata of the documents.

   Once you have done this, return to the clipboard view.

7. In the toolbar, click the Menu icon .

8. Click New Document Number on the menu that appears.

   The Generate Document Numbers dialog box appears.

9. Click Send.

   Portal generates document numbers based on the document number syntax that is applicable to the document. The new number will appear in the Document Number column of the Clipboard. If the properties specified in the document number syntax are not populated, the document number will not be generated.