Creating a Document Profile
- From the Preferences drop-down field select Library Administrator.
- From the Navigation menu, under Document Profiles, select Manage Profiles.
- In the Content frame, click the Add button to open the Add Document Profiles form.
- Type in the Profile Name and Description, and then click the Next button to open the
Manage Document Profile form.
- The Active Profile Fields section lists all available fields for this profile.
The Version fields are default Profile fields required by Synergy. These fields cannot be edited.
- To add a custom Profile field, select either a pre-defined name from the select box found below
the Name field or type in a name in the Name field. Next you must
associate a data type to the custom field. From the Field Type drop-down, select the field data
type.
If the data type is Menu, a drop-down selection box will appear populated with the names of
drop-down menus that currently exist in Synergy. See the section on
Creating Drop-Down Menus for additional information.
- To specify a default value for the field, type the value in the Default Value field.
- Click the Add Field button. The form will update and the field will be displayed in the
Active Profile Fields section.
- Select the Required check box next to the Profile
field if this information must be entered by the user when uploading a document.
- If you want to remove or edit a field from the Active Profile Fields,
click the name of the field. This will open the Edit Custom Field form.
To delete a field click the Delete button. To edit the field,
make any modifications and then click the Update button.
- Continue to add any other fields to the Profile, and then click the
Add Profile button to save the Profile.>
