How to sequentially number documents generated from merge
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 to Setup Sequence Number
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Open your merge template, navigate to Fields > Document Sequence > Create Document Sequence under Autofields.
In the pop up that follows,
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Assign a name for your field.
- Add a prefix or suffix. In the given example, for invoices in February 2022, we have added "INV-2022-002-" as the prefix.You can also insert a merge field and a date field as the prefix or suffix.
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- Click Save & Insert.
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