Default Document Properties: Reference Number

Every document created or imported into PolicyTech™ must have a reference number, which is used to uniquely identify each document.

Typically, organizations will let PolicyTech automatically assign reference numbers, which is the default setting. One situation where you might want to let document owners fill in the reference number is if you will be importing documents and want to keep the same numbering system used previously outside of PolicyTech. However, because PolicyTech has so many ways to quickly find documents, we recommend letting PolicyTech assign reference numbers. In any case, a decision about how documents will be numbered should be made before creating or importing any documents.

To change reference number settings,

If the Default Document Properties window is not already open, click PREFERENCES, click Document Setup, and then click Default Properties.
In the Reference # area do one of the following:

To have PolicyTech automatically number each new or imported document, click Auto Number. If you want the numbering to start at a number other than 1, type that number in the Auto Number box.

Note: An automatically assigned reference number cannot be changed.

Click User Fills In.

Note: When importing documents with User Fills In selected, PolicyTech still assigns a reference number, but the document owner can change it.

To have the reference number displayed with the document title in various PolicyTech contexts, click View Document Titles with their Reference Numbers. In the example of a task list below, the reference number is shown in parentheses before each document title.