Identifier profiles: Overview

An identifier profile describes what method Entrance will use to identify the senders of your documents, so that the correct document definition can be selected. It tells Entrance how to find the identifier on the documents. Depending on what kinds of identifiers you choose, the identifier profile can also contain formatting and validation settings.

When you create a new document profile, you need to define at least one identifier profile. You can have up to three identifier profiles.

There are two different kinds of identifiers:

Identifiers can only be specified for items that are on the first page on a document.

Working with identifier profiles

  1. Using Manager, click the Document profiles object bar.

  2. Expand the Identifier profiles folder. Each identifier profile is shown as an icon:

You can:

Working with document profiles

Automatically changing document identifiers in Verify