Document Profiles

Document Profiles are a Custom or Default feature of Synergy Document Management Software stored with the Document to provide metadata for Organizations.

Document Profiles

Each document stored in Synergy is associated with a Document Profile. Document Profiles represent a set of properties that provide information about the document. This set of information - also called metadata - is used by Synergy to categorize and search for documents.

When uploading a document to Synergy, you must specify a document profile. Synergy includes a General default profile. Library Administrators can create custom document profiles specific to each type of document your organization uploads. Once you have selected the appropriate profile, you may need to enter additional information about the document.

The document profile is stored with the document properties. To change the profile associated with a document, you can either change it when you check the document in or edit the Document Properties. See the section on View / Edit Document Properties for additional information.