Articles from the Customer Success Team

Setting up item number format for the documents

Last updated on August 20, 2025

The Item Number Format setting helps you organize document content in a clear, structured order by assigning numbering styles to main content and its sub-elements. This ensures consistency and readability across all documents.

Who Can Edit the Item Number Format

Only users with Admin permissions can add or edit the item number format.

Steps to Set Item Number Format

  1. In the Bid Package, click the Settings icon ⚙️ at the top-right.
  2. From the left-hand menu, select Document Format.
  3. Under the Item Number Format section, click Edit.
  4. Set the numbering style for each level (up to 5 levels) by selecting the format from the dropdown menu and entering your preferred format (e.g., 1, a, A, i, I).
    Example:
    Level 11. General Requirements((Main section)
    Level 2 →     a. Site Access(Subsection under ("General Requirements")
    Level 3 →            A. Entry Protocols(Subsection under "Site Access")
    Level 4 →                  i. Sign-in Procedure(Subsection under "Entry Protocols")
    Level 5 →                        I. Emergency Contacts(Subsection under "Sign-in Procedure")
  5. Click Save to apply your changes.

Note: These changes only apply to new documents created after saving. Existing documents will not be affected.

BP-012
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