The Document profile dialog: General settings

To access this dialog: Using Manager, right-click an open document profile and click Settings.

The General settings control the status of the document profile, and show which business logic settings apply.

Active  Activates the document profile. (Details and instructions.)
Inactive  Deactivates the document profile. (Details and instructions.)
Country The suppliers' country of origin. (The country that was selected when the document profile was created.) This specifies which country profile is used.

Other is commonly used as a "country", since it contains fields that are used in many countries. Examples: document number, document data, total amount.

For document profiles that were upgraded from an earlier Kofax ReadSoft Entrance 5 installation, the Country box is empty. However, you can select one.

Important: If you select a country after upgrading Kofax ReadSoft Entrance or after importing an older document profile, you must also upgrade the document profile or at least connect its fields to business logic. Until you do so, the business logic included with the country profile remains unused, and you miss out on very useful Kofax ReadSoft Entrance functionality.

Document type Specifies the document type, used for invoice classification.
Changed The date the document profile was last saved.
Version The version number of the country profile that was used when the document profile was created. Country and Version together determine the path where the business logic settings (Eiglobalextra.ini, DCL files, etc.) are located.

When Country is Other, Version is the document profile name.

Changed The date the document profile was last saved.
Status Messages in the Status box tell you whether the document profile is complete:
  • Error messages – You must correct the error before activating the document profile.
  • Warning messages – You can activate the document profile, but it is not complete.