Generate Document Numbers in Clipboard

Contractors, contributors, document controllers, and project owners can generate unique document numbers for documents in the clipboard. The number generation adheres to the document number syntax definition configured for your tenant.

Prerequisites

• The documents must be in Draft or For Routing status.

• The Document Number field must be empty.

• Enter the mandatory document properties, such as Discipline and Classification, before generating the document number.

New document number

1. From the Portal Landing page, open a project.

2. Click Documents.

3. In the Status filter, select Draft and For Routing.

4. Add documents to the clipboard and open it.

5. Select the row of the document or click Details.

6. Click Edit and enter the mandatory property values.

7. Click Save, then close the document details.

8. In the toolbar, click Menu.

9. Click New Document Number.

10. Click Send.

    The new document number displays in the document details.