Create new document type

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, which should be unique to the document type and 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.

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