Set up automatic matter numbering - EvolveGo

1. Navigate to the gear icon on the top-right corner of EvolveGo to open your EvolveGo Settings.
2. Click on the Matter Number tab.
3. Toggle on Use auto-number. You can also choose if Leads should follow this order.
   
4. Choose your format (For more information on the formatting options, see below). 
5. Choose your starting number in the Auto-counter.
   • Note: The first file you open will be the next number in line from what is entered.
6. Click Save.
   
7. 
   

Formatting options

Auto-counter

The auto-counter will generate your matter numbers based on the next consecutive number. When setting up your auto counter, ensure you enter the number before your starting file (i.e. If your next matter is 001 you should enter 0).

Text

Text allows you to enter in any alphabetic or "break" characters i.e. if you want to break the year from the number, you can use this to enter a / or -.

Date (MM)

If you wish to count the month into your reference number, this will provide the format of (MM), i.e. March = 03.

Date (YY) or Date (YYYY) 

For the year, you have the option to format as (YY) or (YYYY), i.e. 18 or 2018

The fields above can be placed in any order you like. To do this:

1. Click on a field to add to your matter number.
2. Select the field you would like to move.
3. Use the arrows below to change the order.