This creates an automated number. Depending on the settings the auto number may be a sequential number, or a unique number. The auto number may be used for Variations, Requests for Information, Defects, etc. where having a unique reference and sequence is required.
Source of Data
The source of this data field is from within the document itself. This will be either on document creation or sign-off depending on the option selected.
Template View
The first option simply creates a sequential number each time the template is used.
Option two allocates a number to a document. Importantly that number does not change as and when the version of the document is changed
Option three allocates a number to a document, and that number changes each time the document is modified.
In all of the above options you may choose to generate the automatic number when the document is created, or when it is signed off.
Note that by default the document auto number will commence at 1, and then progress to 2, 3, 4, etc. sequentially. If you require the sequence to start at a specific number you may enter in the next number in the sequence that you require. All subsequent documents will follow the number sequence that you set
Document Edit View
In the resulting document the Auto Number step will appear. Note, it may be edited.
Generating the number sequence on Document Sign-off is used where the document or record is not included in the sequence until it is approved or accepted. Progress Claims are an example of numbering on sign-off.
In the resulting document the Auto Number value will not be shown until after sign-off.
Document Output View
If the step is not hidden, which it can be if it is purely for an internal numbering reference, then it will appear similar to this.
As with any of the input objects the heading size and presentation can be modified in the Document Edit view.
The auto number can also be displayed in a rich text object using a standard template variable $document.autonumber
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