Profiles
A profile enables you to configure different settings and then assign those settings to multiple clients with the same requirements. This minimizes configuration efforts.
There are three types of profiles.
- Validation and formatting profile
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This profile corresponds to the settings that are configured in the Profile Settings.
If you have multiple clients that require the same extraction, validation, and formatting requirements, set up a validation and formatting-specific profile with the necessary configuration and then assign it to multiple clients.
- Export profile
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This profile corresponds to the settings that are configured in the Export Settings.
If you have multiple clients that require the same export settings, set up an export-specific profile with the necessary configuration and then assign it to multiple clients.
- Instruction profile
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This profile corresponds to the settings that are configured in the Instruction Settings.
If you have multiple clients that require the same instruction settings, set up an instruction-specific profile with the necessary configuration and then assign it to multiple clients.