How can I influence the structure of my own file reference (our reference)?
The structure of your own file number often depends on local customs. Whether you prefer a permanent consecutive number or whether you append the year of the opening year and start counting from one each year: timeSensor LEGAL adapts to you .
In the Settings section, open the program parameters window by clicking Parameters . Then click on the Mandate opening tab. Here you will find the following settings:
- Numbering : Choose Permanently consecutive if your mandate numbering increases continuously, even beyond the turn of the year. Select Flexible if you want to start numbering again at 001 on January 1st.
- Opening year : Select here whether the opening year should be appended to the mandate number or not. The pipe (Alt + 7) always works as a separator.
- Mandate name : Select here whether the file number should be placed in front of the mandate name or not. Putting it first is recommended, especially in larger law firms.
- Format : Choose how many digits the mandate number should be formatted with. If you create fewer than 999 new mandates per year and start with 1 each year, then three digits are sufficient.
- Prefix : With this setting, you can prefix each mandate with a character.
If these rules are changed for existing mandates, you can have them automatically adjusted by clicking on the Change existing mandates button.
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