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Editing the Document Naming Convention
Ayman Khalaf |
0 step |
2 minutes
Plexapro
Click "Settings"
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Click "Projects"
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Click this icon for the project you want to edit the document naming convention.
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Scroll down to the 'Setup Document Naming Convention' The first step is to set up the project code for documents.
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Next, assign an Organization Code you want to see for each Organization that uploads Documents.
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Next, assign a Discipline for each Organization that uploads Documents
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You can manage the out of the box Disciplines through the settings icon.
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You can add additional Disciplines not shown in the list via the + icon.
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Next is the Document Types, Plexa provides out of the box Document Types that you can add to, edit and remove.
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Next you will see the Document Name.
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Next you will see the Document Number
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Then a list of Statuses you can add to and assign a colour code to
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And lastley, you can dictate a revision type. Either Numbers or Letters or Both.
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