Document Identifiers

Configure how unique identifiers are generated for documents. All versions of a document share the same identifier.

Identifier System Setup

Set up your identifier system in two stages:

  1. Code Dictionary: Define codes and their meanings
  2. Template Generator: Create templates that combine codes, separators, and auto-numbers

Note: Identifiers are automatically generated when creating new documents and are locked once set. All versions of a document share the same identifier.