How can I assign a unique identifier to drafts?

How can I assign a unique identifier to drafts?

General

In some law firms, it has become customary to assign an identifier to document drafts. This identifier is then displayed, for example, in the footer of the document and can be searched for. The timeSensor DMS offers an option to support such identifiers. Unlike the draft ID, the identifier remains constant even when using document versioning (identical identifier for all versions of the same draft).

Application

Activate option

First, this option must be enabled. To do this, go to the settings area and open the parameters window. In the DMS section, activate the corresponding checkbox. Administrative rights are required for this. DMS the corresponding checkbox. Administrative rights are required for this.

4D Write templates

If you want to insert an identifier in 4D Write templates, select the entry "Identifier" from the "Variables..." menu. The corresponding variable will now be inserted into the text. When using the template, the variable will be replaced by the draft's identifier. Variables... the entry Identifier. The corresponding variable will now be inserted into the text. When using the template, the variable will be replaced by the draft's identifier.


Word templates

For Word templates, the variable gen_identifier is provided.

Display and search

The identifier can not only be inserted into the document but is also visible in the display of drafts. In addition, it can be easily searched for.




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