Change the counter of document keys

Change the counter of document keys according to your requirements.

Note: To change the counter of document keys, you require the Change document and folder key document permission.

Before you begin

  • Make sure the Deny change document or folder key option in your database policies is deactivated.

  • If you want to manually enter a document key, make sure the Enable custom document keys option is activated on the Document key format tab of the Folder properties dialog.

About this task

When you create documents, PLA 3.0 automatically applies the next available counter. You can use the Change document key dialog to generate a new counter for an existing document.

You can let PLA 3.0 automatically generate a new counter or, if you enable custom document keys in the Folder properties dialog, you can also manually add the counter of your choice.

Procedure

To change the counter of a document key:
  1. In the detail view of the Navigator, right-click the document for which you want to change the key.
  2. From the context menu, select Advanced > Change document key.
  3. In the Change document key dialog, under Document key, select if you want to generate the key automatically or enter it manually.
  4. To manually enter a new key, in the Custom number text box, enter the new counter.
  5. Confirm your settings with OK.

Example

In the following example, the counter of a Quantitative response assay document is manually set to 345:
Changing the counter of a document key
Figure 1. Changing the counter of a document key