When opening and saving documents with MacroView Auto Numbering installed, the documents reference is automatically inserted into Word and Excel documents.
The default format of the document reference is the Document ID followed by the version of the document. For example:
To configure the document reference format when using on-premises SharePoint refer to the MacroView UDN installation guide.
To configure the document reference format when using SharePoint Online (Microsoft 365) or on-premises SharePoint in Client Side Only mode, add or edit the following registry value:
HKEY_CURRENT_USER\SOFTWARE\MacroView\Udn\ReferenceFormat
on the client computer and set it using the following options:
Key Word |
Comment |
|
[Site Collection Name] |
Inserts the name of the Site Collection where the file is saved. |
|
[Site Collection URL] |
Inserts the URL of the Site Collection where the file is saved. |
|
[Site Name], [Site Title], [Web Name], [Web Title] |
Inserts the name of the Site or Web where the file is saved (i.e. the lowest element in the folder hierarchy). |
|
[Site URL], [Web URL] |
Inserts the URL of the Site or Web where the file is saved. |
|
[Library Name], [Library Title] |
Insert the name of the Document Library where the file is saved. |
|
[Library URL] |
Insert the URL of the Document Library where the file is saved. |
|
[Modified:dd MMM yyyy] |
Inserts the date on which the document was last modified. The date can be displayed in a large number of formats (any valid .Net ‘DateTime’ format) (e.g. [Modified: yyyy MMM dd] - ‘Modified: 2011 Jan 28’, [Modified: dd/MM/yy hh:mm:ss] - ‘Modified: 25/12/11 12:41:30’). |
|
[Version] |
Inserts the version of the document. When a document is opened in an editable state MacroView UDN will insert a suffix after the version number. The default suffix is ‘a’ (e.g. mv-001/1.0a). The suffix is removed when the document is checked in, (or closed if the document is not in a library with ‘Required Check Out’ enabled). The suffix may be customised in the Registry. Please contact MacroView for further details. |
The following format specifies a concatenation of the document library title ‘Acme Premises Sale’ with the unique document numbering column (MQ2XSX-123-9) and the current Version Number '1.3':
[Library Name] : [Document ID Value] / Version: [Version]
e.g. Acme Premises Sale : MQ2XSX-123-9 / Version: 1.3