Automatic File Numbering

To set up TOTAL's automatic file numbering system:

1. From the Forms section of TOTAL's configuration options, scroll to the Automatic file numbering section.
2. Check the box to Enable automatic file numbering.
3. If you want to make your order numbering system available to all users on your network choose All TOTAL users.  If you only want the numbering on your account, then mark the Just for me option.  If you're not using a network installation of TOTAL, mark the Just for me option.
4. Next, configure the auto-numbering options for your internal order numbers by choosing one of the following:
   • Automatically number reports sequentially starting with — Increments the internal order number each time you generate a new report starting from the number you specify.
   • Automatically number reports based on my settings below — Provides a customizable format for your automatic internal order number.  Check the boxes to indicate if you want to include a prefix, year, month, or day in your internal order number.

   

   If you're using the Auto number based on my settings below option, you can preview the internal order number format by viewing the example field at the bottom of the window.

5. Click Apply or Save & Close to save your changes.