How to insert a 'Document ID' into your documents on assembly

Purpose of a Document ID

It is often important to reconcile a physical version of a document against one held in your document repository. Syntaq allows you to automatically add a unique system generated ID that can be referenced against physical document copies.

The ID of a paid-for document can also be used in its associated system generated invoice, alongside other invoice-specific generated fields. For more information, check out our article on system generated invoices.

Implementing a Document ID

To insert an automatic, system generated Document ID into your document template, follow these steps:

1. Find a suitable place in your document to add the ID. This could be a part of the header or footer, or as part of the title document automationpage.
2. Then create a mergefield with our add-in with the name: System_DocID

The closed field should now look like this: «System_DocID»

The open field should look like this: { MERGEFIELD System_DocID }

A new unique document ID is then added each time the document is assembled.

For more information about using mergefields see our articles on Microsoft Mail Merge, and Using MS Word as your Template Editor.

If you have any trouble inserting a document ID, you can submit a support request at the top of this page.