Open, close, save, and delete document profiles
Using Manager, in the Document profiles object bar:
| Open | Double-click the document profile, or right-click it and select Open. |
| Save | Right-click the
document profile and select either
Close or
Save.
The first time you close or save a document profile in Manager, you must type a name for it. Note: Kofax ReadSoft Entrance discriminates between uppercase and lowercase letters in document profile names. Then click OK to save it in the database. |
| Save as | Right-click the
document profile and select
Save as.
Optional: Select Include document definitions to include associated document definitions with the document profile. Type the name of the new document profile in the dialog that is displayed, and click OK. |
| Copy | Right-click the document profile and select Copy. Adjust the settings in the dialog that is displayed, and click OK. The Select fields dialog is displayed. |
| Close | Right-click the document profile and select Close. You can then choose either to save your changes or not to save them. |
| Delete | Right-click the
document profile and select
Delete.
You cannot delete a document profile if it is Active or if documents that belong to it still exist in the database (for example, waiting to be verified or transferred). |