The New/Copy/Upgrade document profile dialog

To access this dialog using Manager:

Use these settings when creating, copying, or upgrading a document profile:

Name

The name of the document profile. This setting is read-only on the Upgrade document profile dialog.

Country

The country your documents come from. This box determines which country profile is used.

This setting is read-only on the Upgrade document profile dialog. If you need to change the Country setting, please see Connecting fields to business logic.

Type

The type of document. The available types depend on which country profile you use. Examples include PO for purchase order documents and GE for general expense documents.

Description

A description of the selected document type.

Create/Upgrade

Creates/updates the document profile as specified.

Preparing document profiles and associated objects for production

Working with document profiles