How to Add a New Document Prefix
Follow these steps to configure document prefixes and manage your numbering series within the Distributed Management System (DMS).
Step 1: Access the Prefix Master
- Log in to your DMS account.
- Navigate to the main menu and click on Configurations.
- Select Prefix Master from the dropdown options. A new window will appear displaying a table of all existing document prefixes.
Step 2: Initialize a New Row
To start adding a new document type:
- Click the Plus (+) button located at the top or bottom of the table. A new, editable row will appear.
Step 3: Define Prefix Details
Fill in the following fields for the new row:
- Document Type: Select the specific document name from the dropdown menu.
- Prefix: Enter the unique alphanumeric code (e.g., INV for Invoices) in the prefix textbox.
- Last Doc No: Type the starting number for your document series.
- Note: The next document created will follow the number you enter here (e.g., entering "100" means the next document will be 101).
- Status: Use the Active or Inactive radio buttons to enable or disable the prefix immediately.
Step 4: Save Your Changes
- Click the Floppy Disk icon (Save) in the "Action" column to commit the new prefix to the system.
Link - https://scribehow.com/embed-preview/Configure_Document_Prefixs_In_DMS___3WRGpb4QN6x_0AynYAkjA?as=video&size=flexible