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Document Profile Name

The document profile name is used to uniquely identify the document profile in system lists and is displayed to users when interacting with their document queue. 

Document Profile Output Folder Name

As documents in PSIfusion are indexed and completed, they are moved out of the user's queue and into a completed folder where they await pick-up by PSIcapture. The path documents are exported to consists multiple sections, including a folder that indicates which document profile was used to process the document. The output folder name allows the administrator to specify what name should be used when outputting completed documents.

This field is optional, when it is not specified the document profile name will be used.

Description

The description is an informational field where administrators can provide a brief summary, notes or instructions to future administrators regarding the current document profile.  The description is not displayed to end users, nor used by the application.

Multiple Records per Document

This option enables the collection of multiple data records for each document. By default, each document is associated with a single set of metadata fields. When multiple records are enabled, users are presented with interface controls that enable the creation and management of additional records for each document, where each record contains a distinct set of the defined document profile fields.

For example with invoices users could have multiple records that include quantity, description, cost, etc for multiple line items.

Copying Field Values When Adding a Record to a Document

This option enables users to copy any field data from one record to another. For example if a user is indexing multiple line invoices that have the same quantity or item, the index information gets transferred to the next record.

Summary

After configuring the attributes and options on the document profile, you must define one or more metadata fields. Please proceed to the next section of this guide where we will introduce metadata fields, validation and automation.

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