Profiles

This section covers:

Creating a New Profile

Editing a Profile

Deleting a Profile

Note:

•	To edit profiles, go to Tools > Options > Profiles/Indexes dialog.

Creating a New Profile

To create a new profile you need to provide a profile name and then assign indexes to it.

•	From the 'Properties' tab, click on Add button to bring up the 'Create Profile' dialog box.

Creating or Editing a Profile

•	Assign a new 'Profile Name' and a short 'Description' about it

•	Select each property from 'Available Indexes' list and click on Add button. The selected property will get added to the 'Assigned Indexes' section. For multiple selection, press and hold the Ctrl key while selecting.

•	Assign a default value to the property in the 'Default Value' column if desired. This is not mandatory but gives you an option to display and enter a default value for this index during the import process.

Note:

If you want to make it mandatory to assign a value to the property, check the respective check box from 'Field Required?' column. Now this index's value cannot be kept empty when this profile is being assigned to a document.

•	Click Save button to save the profile

Note:

To include all the indexes in the profile, click "Add All" button below "Available Indexes" list box

Editing a Profile

•	From the 'Profiles' tab, click on Edit button to bring up the 'Edit Profile' dialog box

•	In the edit dialog box, make the necessary changes

•	You can change the order of the displayed fields by clicking on the up and down arrows located near the far-right column of this screen

•	Click on Save button to save the changes

Important:

To remove the property from the profile, click "Remove" button. This action is not reversible and you will permanently lose the data values for deleted fields.

Deleting a profile

•	Select the profile from the list and click on Delete button

•	This will display the confirmation message

•	Click Yes button to delete the property