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 Manage Default ID
The Manage Default ID form appears. Edit the available blocks as needed. To proceed, click Publish.
A confirmation message will be displayed. Click Apply to proceed with the changes.
The latest version appears on the top of the Default ID Versions list and is marked as Active.
