Preparing document profiles and associated objects for production

For each document profile you want to use in production:

1. Create an document profile.

   • Update the settings for the document profile.

2. Adjust, add or delete identifier profiles (if necessary).

   • Image identifiers: General settings.

   • Value identifiers: General settings.

   • Specify titles.

3. Adjust, add or delete field profiles (if necessary).

   • Field name and type.

   • Field position and format.

   • Language for date fields.

   • Field validation.

   • Title specification.

   • Field activation.

4. Add a standard transaction description.

   • Add a standard transaction description.

   • Include variables for all the data to be included in the output.

   • Adjust the format, field separation, etc.

   • Save the transaction description to the document profile.

   • Mark the transaction description as default.

5. Add a scanner description.

6. Create a job description.

7. Check and activate the document profile.

   • Check for errors.

   • Activate the document profile.

   • Select Profile > Close to save and close the document profile.

8. Test the document profile.