Common Configuration

To access and configure the Common Configuration settings, follow the steps below.

1. Within the Settings module, click on the Document Types dropdown.
2. Select the Common Configurations option.

3. Within the Common Configurations tab, configure the following settings.

   • • Do not allow selection of main document type if there is a sub type for it: Enable this setting by clicking on the checkbox. If this setting is enabled, the selection of the main document will be restricted if a sub-type is associated with it.

     • Document Types Sorting Order: Select any one of the options by clicking on their radio buttons.

     1. Logical: Selecting this option sort documents in the order in which they were uploaded.

     2. Alphabetical: Selecting this option sorts documents in alphabetical order.

        • • Auto Name Separator: Enter a character in the box provided which will act as a name separator or add a blank space as a separator.

          • Allow edit fields with default value assigned: Enable this setting by clicking on the checkbox. If this setting is enabled, some document metadata fields will be filled automatically upon creating a document and selecting a document type from the configured list.

          • Enable Sequential Numbering: Click on the checkbox to enable the setting that activates the Sequential number mode options.

     3. By document type
     4. By room
4. Once all the changes are made, click on the ‘Save’ button at the bottom of the screen.