Create a separation profile
Create separation profiles for documents and folders.
The Separation profiles page appears.
The New separation profile dialog box is displayed.
Name for the separation
profile, such as Invoice separation.
The name cannot be more than 50 characters.
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.
- Configure the separation profile for a Document or Folder.
- Click Save.