Configure the Document Number Syntax

In Portal, you have the option to assign each document a Document Number value that is configurable. If you use one or more document numbering standards that are based on document property values and sequential numbers, you can configure the Document Number property to automatically calculate and assign values and enforce the same standard.

For each combination of Document Type, Discipline, and Classification, a unique document number sequence can be generated based on selected document properties. For this sequence to be applied to a document, the properties must be populated on the document. If they are not already populated, the user can enter values and then recalculate the document number. A generated document number can be shown on the Document page. This number is not a part of the file name, and cannot be used for matching documents.

To perform the tasks described on this page, you must be assigned to the Tenant Administrator role.

Note:

If you want to synchronize document numbers between Portal and PowerWeb, ask Accruent Support to enable the UseMasterDocNrFromMeridian feature toggle.