How do I change the way document numbers are assigned?

This article will show you how to change the way document numbers are assigned.

To access the settings, follow these steps:

Step 1: Click on "My Account Details" from the left side menu

Step 2: Click on the edit button beside "Company Details"

Step 3: Scroll down until you see "Document Number Increment"

These are the options you can choose from:

Global:

This is how document numbers are assigned by default. Every form that is started will push the document number up.

Template:

This will assign a set of document numbers for each template. Every time a template is used the document number will increase for that specific template. 

Project:

This setting will move document numbers based on Forms filled out for a specific Project. This will allow you to track the document numbers for a specific Project. Each Form filled out for that Project will increase the document number.