Pro Tip: Editing the Document Number

When utilizing the Standard Work/Documents segment of Dispatch, it requires the creation of Document Categories as each document created must be associated with a category. Part of the information that must be entered when creating a category is an abbreviation code: a two- to three-character designation for that specific category. When a document is created and associated to the category, this code is permanently incorporated as a prefix in the number assigned to the document.

The Document Number is automatically generated and permanently linked to a document at document creation; it cannot be deleted or altered, even by changing the document's associated category. In the case that the document is assigned to the wrong Document Category and thereby has the wrong Document Approval requirements, the document should be inactivated and a new document created with the intended Category Code.