This article describes auto numbering and how to enable it within Insight
Archive Numbers can be generated automatically by enabling the Auto Archiving Numbering function
Enabling Auto Archive Numbering
- Go to System > Settings
- Go to System Parameters
- Tick Auto Archive Numbering
- Insert Number in Reset to Number
- Click Apply
Auto Archive Numbering when Closing Matters
- Go to Cases > Matter to enter Matter Maintenance
- Search and open a Client and Matter
- Enter Closed date
- Enter Archive Location and Destroy File date if required
- Click Close
- Click Generate
- The Archive Number will be generated.
- An 'A' will be shown in the Archive Number field to denote that the number was generated automatically. If the number is entered manually or over written the 'A' will be removed