These settings are instructions that you can add to a Validation form as a button. When the button is pressed, instructional text is displayed to the user. This text helps users process documents for a specific organization.

Profile ID

The profile ID. This must be a unique value for each entry.

Profile Name

Enter a short and descriptive name for the profile.

Instructions

The informational text that is displayed to the Validation user when the button is clicked.

The following buttons are available at the bottom of the window.

Edit

Opens a selected entry in the table so that you can make changes as needed.

Click this button to open the Instruction Settings - Edit window.

Add

Adds an entry to the table.

Click this button to open the Instruction Settings - New window.

Copy

Makes a copy of the selected table entry so that you can make a new entry to the table based on the copy.

Delete

Click to remove the selected entry from the table, but after confirmation only.

Note This button is available only when the selected export profile is not marked as a template, or it the profile is not in use by any organization.