Create a profile - Create a profile - To create a new profile to add attachments to Saperion documents, complete the following steps. - Saperion ECM - Saperion Office Integration - Current/Saperion-Office-Integration/qtt1762247986066 - Current - Current

To create a new profile to add attachments to Saperion documents, complete the following steps.

1. In the Saperion Office Integration dialog box, on the navigation pane, click Add Profiles.
2. In the Add Profiles area, complete the following substeps.
   1. Click Add and, in the dialog box, enter a name for the profile. Click OK.
   2. To define a query profile that should be used to locate the Saperion document to which the current document should be attached, under Query profile, from the drop-down list, click a query profile.
      The query profile and the selected archive profile must be part of the same DDC.
   3. To define the profile which is used to archive the document, under Archive profile, from the drop-down list, click an archive profile.
   4. Optional. Under Description, enter a description for the profile.
      The system will display this text as a tooltip in the selection of a profile for adding attachments to a Saperion document.
   5. Optional. To prompt the user for a file name when adding an attachment, activate the Ask for file name check box.
   6. Optional. To hide the index form, activate the Hide index mask check box.
   7. Optional. To hide the option that a user can enter a comment when adding an attachment, activate the Hide comment check box.
3. On the navigation pane, click Save.