For example, if you are always the Author of
the documents you create and majority of the documents are
Agreements, enter your Author information and Doc Type into the
default profile. That information will automatically appear in
the profile when you save your documents.
DOCS Open
1.
From the Docs Open desktop, choose Options,
Personal Profile Form Settings from the
menu.
2.
Double-click on the Profile Entry folder at the
left.
3.
Click on Primary at the left.
4.
Click on the Field Defaults button at the lower right and
a document profile will be displayed.
5.
Fill in all the fields that typically stay the same when
profiling your documents.
6.
Click OK.
7.
Click Close.
PowerDOCS and Hummingbird DM
1.
From within Quick Retrieve (File, Open from your
word processing application).
2.
Choose Options, Defaults from the menu.
3.
Double-click on the Profile Entry folder at the
left.
4.
Click on Primary at the left.
5.
Click on the Field Defaults button at the lower right and
a document profile will be displayed.
6.
Fill in all the fields that typically stay the same when
profiling your documents.
7.
Click OK.
8.
Click Close.
iManage
1.
From within the iManage desktop.
2.
Choose Options, New Document Default from the menu
and a document profile will be displayed.
3.
Fill in all the fields that typically stay the same when
profiling your documents.
4.
Click OK.