Prepare document profiles and associated objects for production
For each document profile you want to use in production:
- Create a document profile.
- Adjust, add or delete identifier profiles (if necessary).
-
Adjust, add or delete
field
profiles (if necessary).
- Field name and type.
- Field position and format.
- Language for date fields.
- Field validation.
- Title specification.
- Field activation.
-
Add a
standard
transaction description.
- Add a standard transaction description.
- Include variables for all the data to be included in the output.
- Adjust the format, field separation, etc.
- Save the transaction description to the document profile.
- Mark the transaction description as default.
- Add a scanner description.
- Create a job description.
-
Check and activate the
document profile.
- Check for errors.
- Activate the document profile.
- Select Profile > Close to save and close the document profile.
- Test the document profile.