Configure Document Profiles

A document profile includes a set of metadata fields that are used for indexing a specific type of document. For example, for a procedure configured for capturing Correspondence, Purchase Order, and Customer Agreement documents, you would likely create a document profile for each of these document types, and each would contain a different set of metadata fields. To enable users to scan batches that contain multiple document types, select each document profile in the client profile. This way users can choose the document profile that corresponds to the document and index it accordingly.

A document profile also specifies the set of attachment types that are available for documents classified to the document profile.

When specifying document profiles for use by a client profile, you can select one or more document profiles, all profiles, or the Default value. The default document profile contains all metadata fields and attachment types defined for the procedure, and it is useful for troubleshooting purposes.

Here are the main tasks associated with document profiles:

Add or Edit a Document Profile

To add or edit a document profile:

In the procedures pane on the left, select your procedure.
The configuration pages for the selected procedure are displayed on the right.
Open the Classification tab.
In the Document Profiles table, click to create a profile. To edit a profile, select it first and then click .
On the Document Profile page, do the following and save your changes:
1. In the Document Profile (Type) Name section, enter a name and description.
2. In the Fields to Appear in Capture Client for Indexing section, under Metadata Fields, in the Available Metadata Fields box, select the fields you want to include in the profile and move them to the Selected Metadata Fields box. Order the metadata fields in the sequence suitable for indexing.
3. In the Attachment Types Associated with Document Profile section, under Attachment types, in the Available Attachment Types box, select the attachment types you want to include in the profile and move them to the Selected Attachment Types box. Sequence the attachment types in the order in which a user will read attachments.

Delete a Document Profile

You can delete those document profiles that the client users would not use. When you delete a document profile, it doesn't display in the metadata pane of the Content Capture Client.

To delete a document profile:

In the procedures pane on the left, select your procedure.
The configuration pages for the selected procedure are displayed on the right.
Open the Classification tab.

The Document Profiles table lists profiles defined for the procedure.
Select a profile you want to delete, then click and confirm the deletion.
The deleted document profile is no longer available in the Document Profiles table.

Uses of Document Profiles

After creating a document profile for each document type to be indexed, you can select them wherever metadata fields are assigned.

Table 10-1 Document Profile Use in Content Capture Components

Content Capture Component	Function
Client profile	Select one or more document profiles on the Document Indexing Settings page to allow users to select a document profile, complete its metadata fields, and modify an attachment type. See Configure Document Profiles in Client Profiles.
Import processor	Select the document profile for indexing imported documents. See Configure Metadata Assignment During Import.
Recognition processor	Select the document profile for indexing recognized documents. You can even dynamically determine the document profile. See Specify a Static or Dynamically Determined Document Profile.
Commit profile	Restrict the documents that the commit profile processes by selecting one or more document profiles. When the commit profile runs, documents that are assigned the selected document profiles are committed. See Restrict a Commit Profile Based on Document Profile.