Create new document type

This action requires the "create document type" permission.

Creating a new document type requires no special procedures. When on document types' table view, click the "Add new" button to open the "Add new form".

While filling out the form, select a document to which this document type belongs. After adding it's name, you have to write a formula, that will be used to generate document numbers for this document type.

Adding a generator formula is important, because the formula defines the structure of a document type's document number.

In this example, the formula is NEW-QUOTE-%5N-%YYYY, which will generate document numbers, structured as NEW-QUOTE-00001-2024. 

NEW-QUOTE- is the prefix that is always the same for all instances of the document type.

%5N is markdown, that defines this as 5 numbers, starting from 00001 up to 99999.

%YYYY is markdown, that defines the date, formatted as year, eg. 2024.

The document number prefix should always be unique to the document type in order to avoid confusion. These prefixes are also useful for quickly discerning a document's type. 

To begin using it, just toggle the "Enabled" switch to Yes, ans save the new document type.