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The Application Settings section allows super users or normal users with relevant permissions to change various settings used throughout ProWorkflow.

 

If you have the appropriate permissions then to access the Application Settings Page:

  1. Click 'ADMINISTRATION' on the left nav bar.
  2. Click 'Application Settings'.

AUTO-NUMBERING

 
ProWorkflow can automatically number Projects, Quotes and Invoices. The number format can be edited if desired.

 

To use auto-numbering:
  1. Tick the relevant check box for 'Projects', 'Invoices' or 'Quotes'.
  2. Enter the number to start from in the 'Start at' text box.
  3. Use the drop-down box to select the number of 'Placeholders'. For example, starting at 42 with 5 Placeholders would lead to a first {autonumber} of 00042.
  4. Edit the 'Format' text box if desired, available variables are {autonumber}, {code}, {dd-mm-yy}, {mm-dd-yy} and {yy-mm-dd}. Refer to this article for more information on variables.
  5. Click 'UPDATE'.
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