# How to Configure Format Masks

1. In the **ERM** page, go to the Administration and click on Format Masks.

{% hint style="info" %}
The **arrows** and **delete** buttons between the sections can move the sections up and down and also delete the section in the naming convention of the Proposals.
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/0e276d7f-d419-44ab-93d8-6e81891b96f3/ascreenshot_2b262b51c001413b8976f6c77883f831_text_export.jpeg)

2. The first section that can be formatted is for **Proposals**.

**Current Proposal** - Shows the name convention for Proposals before it is formatted

**New Proposal** - Shows the name convention for Proposals after it is formatted<br>

3. Click on the **Proposal Text** field and type in the character to be used in the naming convention.

{% hint style="info" %}
&#x20;In this example it is the letter "P".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/0e276d7f-d419-44ab-93d8-6e81891b96f3/ascreenshot_78a0fae8e79d4663ae9b8cd4e80dc15e_text_export.jpeg)

4\. Click on the the **Delimiter Before** field of the **Day** section and type in the character to be used in the naming convention.&#x20;

{% hint style="info" %}
In this example it is "-".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/3ba77c34-1576-40bb-b0d0-2dcbbe074a54/ascreenshot_82ad53b68a454dd8b835a4f8d00c5232_text_export.jpeg)

5. Click the on the **Delimiter Before** field of the **Month** section and type in the character to be used in the naming convention.

{% hint style="info" %}
&#x20;In this example it is "-".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/32107c1c-5d1b-4882-8976-451a942bd1c8/ascreenshot_0239662fb3ba4b78b8f25b68eb01ca53_text_export.jpeg)

6. Click on the **Delimiter Before** field of the **Year** section and type in the character to be used in the naming convention.&#x20;

{% hint style="info" %}
In this example it is "-".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/8e3dd50a-ed59-4caa-b0bc-3272ec726856/ascreenshot_dea29b6c83204104b6287491b3e47703_text_export.jpeg)

7. Click on the **Next Number** field of the **Number** section and type in the character to be used in the naming convention.

{% hint style="info" %}
&#x20;In this example, it is "38".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/b29d53de-8306-4b59-91d0-5866f6c3b94f/ascreenshot_b36db2e041c943619814bd2ca70151b5_text_export.jpeg)

8. Click on the **Leading Zeros** field of the **Number** section and type in the character to be used in the naming convention.&#x20;

{% hint style="info" %}
In this example it is "2".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/3326f1b5-d271-4114-b8ed-0d8ecdfdbc50/ascreenshot_790fdab00f2f48e4be701be57a457743_text_export.jpeg)

9. Click on the **Increment By** field of the **Number** section and type in the character to be used in the naming convention.&#x20;

{% hint style="info" %}
In this example, it is "1".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/5684ce4d-4ac3-469a-ae68-5ecb4a0d6849/ascreenshot_67569d51ab8148069fd830420d1218f2_text_export.jpeg)

10. Click on the **Delimiter Before** field of the **Number** section and type in the character to be used in the naming convention.&#x20;

{% hint style="info" %}
In this example, it is "-".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/40e30c21-b78f-4215-b52e-0405c9aba245/ascreenshot_303d704d4dda48a0a9c8562f1b3ed79d_text_export.jpeg)

11\. Once all details are finalised, click on the **Save** button.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/8b909fb8-282a-4c03-a2ca-7162ee4fb8df/ascreenshot_c07364c5cac34994a0fc5b0f2c2c813a_text_export.jpeg)

## How to Configure Format Masks For Agreements

1. In the ERM page, go to the Administration and click on Format Masks.

{% hint style="info" %}
The **arrows** and **delete** buttons between the sections can move the sections up and down and also delete the section in the naming convention of the Proposals.
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/58758438-0588-4f29-9b8f-4cb231cf0936/ascreenshot_a49717b6d3d24a29bc4f353177a59f7c_text_export.jpeg)

2. Click on the **AGREEMENT** tab of the **Format Masks** screen.
3. The second section that can be formatted is for Agreements.

**Current Agreement** - Shows the name convention for Agreements before it is formatted

**New Agreement** - Shows the name convention for Agreements after it is formatted

4. Click on the **Agreement Text** field and type in the character to be used in the naming convention.&#x20;

{% hint style="info" %}
In this example, it is the letter "B".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/58758438-0588-4f29-9b8f-4cb231cf0936/ascreenshot_095a31eebca64f01af4ba9d1a8fdda21_text_export.jpeg)

5. Click on the **Delimiter Before** field of the **Day** section and type in the character to be used in the naming convention.

{% hint style="info" %}
&#x20;In this example, it is "-".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/1c9bbb77-2bd8-4d54-9f46-ad627c1ec52c/ascreenshot_99e2791f006d4b6494d7e0967505c055_text_export.jpeg)

6. Click the on the **Delimiter Before** field of the **Month** section and type in the character to be used in the naming convention.&#x20;

{% hint style="info" %}
In this example it is "-".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/29c64abe-7a75-4c5d-9d46-f145b61b6abb/ascreenshot_e9e04247c23a40ce87b40381f958a9af_text_export.jpeg)

7. Click on the **Delimiter Before** field of the **Year** section and type in the character to be used in the naming convention.&#x20;

{% hint style="info" %}
In this example, it is "-".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/12381ae3-478a-46bc-bf40-7f648f9bef51/ascreenshot_ec58d90a60074d409f310c3f40275b47_text_export.jpeg)

8. Click on the **Next Number** field of the **Number** section and type in the character to be used in the naming convention.&#x20;

{% hint style="info" %}
In this example it is "47".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/51a80726-b990-45b0-b483-30af490b9cbd/ascreenshot_8a2269bee2064259843f06d045d30155_text_export.jpeg)

9. Click on the **Leading Zeros** field of the **Number** section and type in the character to be used in the naming convention.&#x20;

{% hint style="info" %}
In this example, it is "2".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/0988cee4-bbd2-4724-b409-1de438d1a6f9/ascreenshot_17444da6e04549c0bf475954aac97c1d_text_export.jpeg)

10. Click on the **Increment By** field of the **Number** section and type in the character to be used in the naming convention.&#x20;

{% hint style="info" %}
In this example it is "1".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/3dc14d9c-249c-4555-bd97-326a760fee08/ascreenshot_eec4201f594f4568a87b30a0fa32bc03_text_export.jpeg)

11. Click on the **Delimiter Before** field of the **Number** section and type in the character to be used in the naming convention.&#x20;

{% hint style="info" %}
In this example, it is "-".
{% endhint %}

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/2908f274-8090-46d3-9c7e-a4032cfc650a/ascreenshot_2baee6ab243c4f6383471a23dfb68596_text_export.jpeg)

12. Once all details are finalised, click on the **Save** button.

![](https://colony-recorder.s3.amazonaws.com/files/2026-01-19/84dffc57-4f91-498a-9872-800c69e3b2f0/ascreenshot_591c9355251d4f3080b69fc2e6209775_text_export.jpeg)


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