Assigning Profile/Indexes to Documents

Each document is associated with a Profile. Profiles represent a set of properties that provide information about the document.

When importing a document to Docsvault, you must specify a profile. Once you have selected the appropriate profile, you may need to enter additional information about the document.

The document profile is stored with the document indexes. To change the profile associated with a document, you can either change it when you check the document in or edit the document properties.

Assigning profile

Profiles and indexes can be set to documents, as well as to folders and cabinets.

You can assign profile and multiple index values to a document at following instances:

Assigning profile while importing digital documents

•	You can assign a profile to the documents in Import files and folders dialog box, which is displayed when documents are imported into Docsvault.

Importing the file directly to folder.

•	Select a Profile from the drop down list.

•	Enter values to the corresponding index. You can add multiple values for a index by clicking on the plus sign.

•	Apply to Subfolders will apply the indexes values to the subfolders imported.

•	Apply To All Imports will apply the indexes values to all the documents imported.

•	Click on Import button.

Assigning profile while scanning

•	Profiles and properties fields are present in scanning interface. Assign a profile and corresponding property values before saving the scanned images.

Assigning Profile while scanning

Changing and editing profile

•	Select a document, folder or cabinet from Docsvault Explorer.

•	From the Edit menu, click on Indexes.

•	Edit the indexes values.

•	In case you want to change the Profile. In Indexes tab, select a Profile from the drop down list. Corresponding indexes are displayed in the index-value table.

•	Assign appropriate values to the indexes.

•	Click on OK button to save the changes.

Importing the file directly to folder.

Similarly, you can edit Profile Indexes of multiple selected documents.

Note:

•	When a document is copied or moved to some other location within Docsvault, the profile associated with it and all its corresponding property values will persist only if the destination folder has the same profile.

•	You can now also display the Profile properties of your documents in the Details view . For more information, see Customizing Column Configuration.

Assigning Multiple values to an index

You can assign multiple values to an index.

•	Click on the Add sign button to add the more than one value to an index.

•	Click on the Delete sign button delete a index value.

Multiple value to an index