Document Series

The document series controls the formatting on a document number upon document entry. The series is used so that users can report against the documents effectively.

How to view Document Series

Viewing Document Series

Select Document / Document series from the Settings section of the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Document series in the Quick Launch Side Menu.

This will then show the Document series on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.

How to create a Document Series

Creating Document Series

1. Select Document Series from one of the options as shown above in Viewing Document Series.

2. Select New.

   

3. Enter data.

   

   • Code: Enter a unique code.

   • Description: Enter an appropriate description.

   • Document class: Select the Document class selected from the dropdown option.

   • Doc# format: e.g. "P0'0000'S'" will generate "P00123S" where P would be a prefix, 123 the number and S a suffix.

   • Last number: Enter the last number used.

   • Date from: Enter a date that this series is valid from.

4. Select Create to accept new Document series.

   

How to reset Document Series

Resetting Document Series

1. Select Document Series from one of the options as shown above in Viewing Document Series.

2. Select and open the Document Series that is to be reset.

3. Select Edit to make any changes to the Document Series.

   

4. Any updates must be now Saved.

   

5. To reset the Last number only, select Edit followed by the Reset last number option.

   

   This will allow a new number to be entered.

   

6. Select Submit to accept the new Last number.

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Updated October 2025