Profile Template

Profile template is a set of profiles that you wish to be made available while assigning it to a documents.

To create a Profile Template

•	Select the Tools tab and click the Template option. This will bring up the Template Window.

•	From the left panel, select Profile Template. Click New button to add a Profile Template.

•	In the Profile Template, enter a name and description for the new profile template.

•	Select the checkbox next the Profile that you want to add.

•	From the selected profile, set the default profile by clicking on the radio button under Default column.

•	Click the Save button to save the set of selected profiles as a Profile Template. The Profile Template will now be listed in the

Profile Template drop-down.

Profile Template

In the above image, Billing and Project Profiles collectively form Project Template with Project Profile as a default profile.

•	To edit a Profile Template, click the Edit button in the Profile Template list.

•	To delete a Profile Template, click the Delete button in the Profile Template list.

Note:

•	Editing or Deleting a Profile Template will not affect locations where you previously used the Profile template. For example, if you delete a Profile Template this will not delete the Profile that has been assigned to a document.

Apply a Profile Template

To learn how to use Profile Templates with a cabinet, see Create a New Cabinet.