The Document Numbering tab configures automatic numbering for 17 document types. Each type has a prefix, format template, and counter.
Navigation: Settings → Document Numbering
| Prefix | Document Type |
|---|---|
| RPT | Analysis reports |
| SAM | Samples |
| CAPA | Corrective actions |
| DOC | Documents |
| AUD | Internal audits |
| CMP | Customer complaints |
| PT | Proficiency testing |
| TR | Training records |
| AC | Acceptance criteria |
| QC | Control samples |
| MR | Management reviews |
| RISK | Risk assessments |
| SCOPE | Accreditation scopes |
| INV | Invoices |
| ORD | Orders |
| DEV | Deviations |
| CR | Change requests |
The default format is PREFIX-YYYY-NNNN, e.g. SAM-YYYY-0001.
| Field | Description |
|---|---|
| Prefix | The alphanumeric document prefix |
| Format | The numbering template (PREFIX-YYYY-NNNN) |
| Counter | The current sequence number — resets annually |
You can customize the prefix and format per document type. The counter resets automatically on January 1st each year.