Create a separation profile

Create separation profiles for documents and folders.

See Separation profiles

  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.