Provide the information in the Create Empty Document Record panel. For the most part, the fields that are required will make up the record's document number, which you can see a preview of at the top of the panel.

When you change the values included in the document number, the number field will automatically calculate the next available number based on the values selected.

If there is a value you require in a dropdown that is not present, you can add it to your project by following the guide below.

To understand more about naming schemes, follow the naming scheme guide below.

The default values that appear when you first open the panel can be modified per project. To get help changing the default values contact us using the contact form below.

Introduction