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Automatic Numeration of Documents

ELMA provides automatic document numeration. When you enable this feature, the system generates the document number, according to the settings of the automatic numeration.
To enable automatic numeration, select Automatic in the Numeration field when creating or editing a category.
Fig. 1. Form for editing a category. Numeration type
To configure automatic numeration, use the following parameters:
To extend the list of system variables, add the property to the Record Card object, save changes, publish the object and restart the server.

Continuous numbering with another category

When you check this box, the documents, registered in this category will have continuous numeration with documents of another category. This means, that the documents of two categories will be numbered in the order, in which they are registered, regardless of the category they are registered in.
To enable continuous numbering, open the editing page of the first category and check the Continuous numbering with other category box (fig. 3). Next, select the second category (fig. 4) for continuous numeration by clicking . To delete a category from the continuous numeration parameters, click (fig. 3).
Fig. 3. Category settings. Continuous numeration parameter
 
Fig. 4. Selecting a category for continuous numeration
You can configure continuous numeration for several categories at the same time. However, you have to avoid loops. For example, if you configure continuous numeration for Incoming Contracts with Outgoing contracts, and at the same time for Outgoing Contracts with Incoming Contracts, the system will not be able to assign a number to a document, registered in one of these categories.

Example of automatic document numeration

You can configure automatic numeration in Administration – Document Management – Records Classification Scheme .
Create the Contracts section in the records classification scheme. Add the Incoming Contracts and Outgoing Contracts categories in it.
In the Contacts section, enter C as the index (fig. 5).
Fig. 5. Creating the Contracts section
When creating the Incoming Contracts category (fig. 6):
Fig. 6. Creating the Incoming Contracts category
When creating the Outgoing Contracts category, select similar settings.
Check the Continuous numbering with other category and select Incoming Contracts, by clicking .
The registration number of the document, registered in one of these categories, will look like in fig. 7.
Fig. 7. Document registration number

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