Document Profiles and Indexing Schema

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 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.

Example:  The accounting department Sally works for uploads hundreds of documents into Synergy every month. To make it easier to find documents, Sally decides to create a Document Profile for the Accounting department.
Document Profiles allow Sally to specify what information to attach to the document when it is uploaded into Synergy.
The profile includes the additional fields for Department, Company, Contact Person, and Description. To ensure that information on the Company and Contact Person is entered by the person uploading the document, Sally clicks the Required field next to these field names in the Manage Document Profile form. Sally is a Library Administrator for the Accounting department.

The following areas will be discussed in more detail:

1. Create a Document Profile
   How to create a Document Profile and associate different field names with data types...  
   
   
2. Creating Drop-Down Menus
   Define a Menu in a Document Profile as a field type that allows users select from a predefined Drop-down Menu...  
   
   
3. Edit a Document Profile
   Document Profiles can be edited at any time, as long as certain rules and guidelines are followed...  
   
   
4. Delete a Document Profile
   How to Delete a Document Profile. Remember that before a Profile can be deleted...  
   
   
5. Change the Default Profile
   All documents uploaded to Synergy must have a Document Profile assigned, however you can change the Default Profile by...