How to sequentially number generated documents
Overview
- Automatically generate and insert unique numbers during each merge.
- Maintain a consistent and traceable numbering system.
- Place the sequence number anywhere in your document template.
Steps
Open your merge template, click Fields > Document Sequence > Create Document Sequence.
In the pop up that follows, assign a name for your field and add a prefix or suffix. You can also insert a merge field and a date field as the prefix or suffix.
- Click Save & Insert.
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