Change a document profile that is used in production
If you change a document profile that has been used in production, you need to be careful not to cause problems in your production system. Make changes only when no jobs are running that use the document profile, and when no optimizing is being done on document definitions for the document profile.
If you are changing a field profile, plan how the changes will affect your existing document definitions.
If you are making changes that will affect a large number of document definitions, we recommend backing up the Kofax ReadSoft Entrance database before you proceed.
Changes to transaction descriptions or job descriptions
You can change the transaction description and the job description at any time.
Changes to document profile settings, identifier profiles, or field profiles
- Using Manager, deactivate the document profile.
- You can now:
- Change the invoice profile settings.
- Add identifier profiles.
- Add, deactivate, or delete field profiles.
- Change field profile settings.
- Right-click the document profile and select Settings.
- In the General settings, select Active and click OK. (More info.)
- Right-click the document profile and select Close.
- The Definition update dialog is displayed. Use it to specify how field profile changes are to affect the existing document definitions. (Which ones are saved in document definitions?)