Create Destination Profiles

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Sohodox uses Destination Profiles to simplify the process of categorizing added documents.

Destination Profile is a collection of information about the document like its Document Type and its folder which can be saved and reused. Instead of specifying these settings every time you add a document, you can specify these settings once and save them as Destination Profiles. Then while adding a document simply choose the destination profile for it.

You can create as many Destination Profiles as you want.

 

You can create Destination Profiles using the...

Destination Profiles Manager
Scan window
Find and Add window
Add Folders from disk window

 

To Create a Destination Profile using the Destination Profiles Manager

1.In Sohodox, select the Tools tab and click the Destination Profiles button. This will bring up the Destination Profiles Manager Window.
2.In the Destination tab, enter a name for the new profile in the Select a destination profile box.
3.Enter the required information in the Settings pane.
4.You can specify information to link the added documents with other documents by using the Links tab.
5.Use the Security tab to automatically assign the added documents to a specific user
6.Once you have specified this information then click the Save button besides the Select a Destination profile box to save these information as a Destination Profile. The Destination Profile will now be listed in the Select a Destination profile drop-down.

 

To Create a Destination Profile from the Scan Window:

7.In Sohodox, select the Home tab and click the Scan button . This will bring up the Scan Window.
8.In the Destination tab, enter a name for the new profile in the Select a destination profile box.
9.Enter the required information in the Settings pane.
10.You can also specify information to link the scanned documents with other documents by using the Links tab.
11.Once you have specified this information then click the Save button besides the Select a Destination profile box to save these information as a Destination Profile. The Destination Profile will now be listed in the Select a Destination profile drop-down.

 

To Create a Destination Profile from the Find and Add Window:

1.In Sohodox, click the Add from disk drop down and select the Find and Add option on the Ribbon bar. The Find and Add Files window will be launched.
 
2.In the Destination tab, enter a name for the new profile in the Select a destination profile box.
3.Enter the required information in the Settings pane.
4.You can also specify information to link the scanned documents with other documents by using the Links tab.
5.Once you have specified this information then click the Save button besides the Select a Destination profile box to save these information as a Destination Profile. The Destination Profile will now be listed in the Select a Destination profile drop-down.

 

To Create a Destination Profile from the Add Folders from Disk Window:

1.In Sohodox, click the Add from disk drop down and select the Add Folders from disk option on the Ribbon bar. The Add Folders from disk window will be launched.
 
2.In the Destination tab, enter a name for the new profile in the Select a destination profile box.
3.Enter the required information in the Settings pane.
4.You can also specify information to link the scanned documents with other documents by using the Links tab.
5.Once you have specified this information then click the Save button besides the Select a Destination profile box to save these information as a Destination Profile. The Destination Profile will now be listed in the Select a Destination profile drop-down.

 

To delete a Destination Profile, click the Delete button besides the Select a destination profile box.
You can use Scan Profiles and Destination Profiles to automate your scanning process.
 

Related Topics

Scan multiple single paged document
Find and Add a document
Add the existing folder structure along with files from disk

 

 


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