Brief Introduction
Reference IDs are critical for organizing, tracking, and managing documents and related activities. These identifiers help ensure that workspaces, documents, and templates are easily retrievable, traceable, and securely managed.
Impact
Reference IDs provide a unique identifier for each entity (e.g., document, user, contract), which helps keep large datasets organized and easily manageable. It also allows for quick and accurate retrieval of specific records or data points within a system, reducing time spent searching for information.
Role
This article is relevant for superadmins.
Instructions
Go to Settings.
Click Reference ID.
Press View Default ID.
Click Create.
There are 2 available blocks:
Static block - is a portion of the ID that remains constant or predefined across all instances where the ID is used. This block doesn't change over time or based on context; it provides fixed information about the entity or system.
Dynamic block - is a part of the reference ID that changes based on certain conditions or contexts, such as a sequence number or timestamp. The dynamic block is what makes the reference ID unique for each instance.
To start adding a block, click from one of the two options.
You can add more blocks by clicking on + Static Block and/or + Dynamic Block.
Note that you can only add a maximum of 3 static blocks and 2 dynamic blocks. To procees, click Publish.
