Advanced Settings

There are several smart functions that can be configured globally in the Documents module. For example, settings related to document numbering and how standard revision should be managed in your system

You can find these features under Settings and through the link for Advanced Settings. To access these options, you must have the setting Access to all settings enabled in your profile under Administrate.

advanced setting

Advanced settings

1. Genererate document numbers

Here, you can choose whether your documents should generate a document number at the time of publication or immediately when a new document is created.

2. Next dokumentnummer

All users retrieve a unique document number from the same list. This feature allows you to change the displayed number to a higher, unused number if desired.

3. Document number contains

In addition to the mandatory fields for document and edition numbers, you can select extra fields and category abbreviations to be included in the document number. Please note that a space field is available, allowing you to create spaces between the selected fields in the document number.

4. Documents are shown under "Recently published documents"

Here, you can specify the duration for which the document will be visible to all users under My Documents and the Published tab.

5. Default settings on revision

The settings you configure here will influence the default settings for your categories on the site. For additional information on how to set up document revisions in various ways

💬 If features 6 and 7 listed below are not available on your site, they must be activated by support. Please submit a request to Help & Feedback, and we will assist you!

6. Enables revision per document

This option supersedes category settings. For more information on this feature and important considerations for activation

7. Enables concerns and reading receipts per document

This option supersedes category settings. For more information on this feature and important considerations for its activation, please refer to the provided link.

8. Sorting - Category

Here, you can choose whether your existing categories should be displayed in alphabetical order or whether you prefer to manage a custom sorting order within your category tree. Please note that changes to the order of subcategories can only be made within their respective main categories.

Last updated: 1 April, 2025