Administrators can set up custom number sequences on Briefs, Amendments and Cost Estimates. You can specify if the document number sequencing should apply across the Company or per Job Bag.
Below are steps to show you how to set up custom document numbering on Jobs.
Step-by-step guide
- Navigate to Settings, click the Company Configuration group to expand it and select Company Details.
- On the Company Details screen, click the Company Settings tab.
Click the Amendments, Briefs, and Cost Estimates field, and select Count Per Job Bag or Count Per Company.
Count Per Company - this option will apply the number sequence on all documents created across all Companies.
Count Per Job Bag - select this option to apply the number sequence on documents created on a Job Bag. The document number will consist of the Job Bag number with a forward slash followed by a single number commencing from 1, indicating the first created Amendment, Brief or CE. For example, CE document number of 123/2 indicates that it is the second CE created on Job Bag 123.
All Amendments, Briefs and CEs created for a Job Bag will follow a number sequence of the Job Bag. These numbers are sequential and will change from single digits to double, or triple digits if required.
Not all documents have to follow the Job Bag number sequence. You can select which option you want to use for each document.
- Save changes made to the screen.
If the Count Per Job Bag option was selected for a Brief, the number sequencing from the first created document on a Job will be displayed.
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