Template View Selecting Document Creation for the number sequence means that all documents in any status will be included in the sequence. This is useful for tracking documents like Variations as they are started and where the record of the document is important even if the outcome is different. Document Edit View In the resulting document the Auto Number step will appear and is not editable. Generating the number sequence on Document Sign-off is used where the document or record is not included in the sequence until it is approved or accepted. Progress Claims are an example of numbering on sign-off. In the resulting document the Auto Number will not be shown until after sign-off. Document Output View If the step is not hidden, which it can be if it is purely for an internal numbering reference, then it will appear similar to this. As with any of the input objects the heading size and presentation can be modified in the Document Edit view. The auto number can also be displayed in a rich text object using a standard template variable $document.autonumber Budget The Budget object is used to display varying levels of financial information as relevant to your project Source of Data Date comes from entries made in your Costs Tab, and entered via the Project Budget section.
Template View Selecting Document Creation for the number sequence means that all documents in any status will be included in the sequence. This is useful for tracking documents like Variations as they are started and where the record of the document is important even if the outcome is different. Document Edit View In the resulting document the Auto Number step will appear and is not editable. Generating the number sequence on Document Sign-off is used where the document or record is not included in the sequence until it is approved or accepted. Progress Claims are an example of numbering on sign-off. In the resulting document the Auto Number will not be shown until after sign-off. Document Output View If the step is not hidden, which it can be if it is purely for an internal numbering reference, then it will appear similar to this. As with any of the input objects the heading size and presentation can be modified in the Document Edit view. The auto number can also be displayed in a rich text object using a standard template variable $document.autonumber Budget The Budget object is used to display varying levels of financial information as relevant to your project Source of Data Date comes from entries made in your Costs Tab, and entered via the Project Budget section.
UniPhi%20Document%20Template%20Management.docx