Welcome > Capture > Separation profiles > Manage a separation profile

Manage a separation profile

You can create, modify and delete separation profiles.

Create a separation profile

  1. Navigate to Capture > Separation profiles.

    The Separation profiles page appears.

  2. Click New.

    The New separation profile dialog box is displayed.

  3. Enter a Name for the separation profile, such as Invoice separation.

    The name cannot be more than 50 characters.

  4. Optional. Enter a Description for the separation profile, such as Use this profile to separate invoices from other documents and place them in the Invoices folder.

    The description cannot be more than 255 characters.

  5. Configure the separation profile for a Document or Folder.
  6. Click Save.

Maintain a separation profile

  1. Navigate to Capture > Separation profiles.

    The list of separation profiles appears.

  2. To modify a separation profile, do the following:
    1. Click the separation profile to modify.

      The Edit separation profile dialog box is displayed.

    2. Make the required changes.
    3. Click Save.
  3. To delete a separation profile, on the context menu of the separation profile to delete, click Delete.

    On confirmation, the separation profile is deleted.

    Note You cannot delete a separation profile if it is in use.