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Reference settings

Configure Database and Document Numbering

James Gold avatar
Written by James Gold
Updated over a month ago

Database Numbering

  • There is default numbering in place which can be configured to suit your business. You cannot change the reference number to a previously past sequence number.

  • Select References

  • Find the Database reference you wish to change then configure the desired sequence

  • Select Add New Elements to add more elements to your sequence. Once you are happy with your Reference Numbering, click save for each element.


Document Numbering

  • There is default numbering in place which can be configures to suit your business. Similar to Database Numbering you can define this by adding or removing elements and drag and drop these in the right order.

  • Select Document Numbering

  • Configure the document references for the different types of documents that would be generated from within Proteus using Proteus data. Select save when your desired document numbering has been configured.


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