Document Auto-Number

There are occasions where you’ll want your documents to print an auto-incremented value when generating a new document. This is useful in situations where you need a unique number applied to every document generated from a given template; an invoice, coupons, tickets, filename, etc. To enable this feature:

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There are occasions where you’ll want your documents to print an auto-incremented value when generating a new document. This is useful in situations where you need a unique number applied to every document generated from a given template; an invoice, coupons, tickets, filename, etc. To enable this feature:

  1. Open Your Template

    Open the document template you wish to apply this setting.

  2. Navigate to Advanced Settings Tab

    Navigate to the “Settings” tab. To the right of the page, open the “Advanced Settings” dropdown.

  3. Apply Auto Number

    Check “Auto Number“. Apply a starting value to number to output. This system will increment this value on each document generation. Click “Save Settings.

  4. Use the Variable

    Use {$_auto_number} in your document templates and other template specific DocuMerge fields (such as “File Name“). If you’re using a fillable PDF as your document template, you’ll use the “Field Map” to assign this variable to your applicable PDF field(s).
    Note: when applying this as a Route setting, you’ll use {$_route_auto_number}. See: Route Auto-Number


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