Select documents to process

This topic helps you select documents when you use job descriptions to manage production. A separate topic applies if you are creating an inbox.

When you create a new job description or open an existing one, the first step is to select on a basic level which documents to process.

First look at the Document profile box in the General settings. The box specifies the document profile included in the current job description.

  • To process documents associated with a specific document profile, select that document profile.

If the document profile you want is not listed, try one of these things:

  • Close the document profile and start again.
  • Create the job description by right-clicking the Job descriptions folder in the opened document profile.

Now, depending on what type of job description you are working on, you can: