Edit Profile dialog

Used in editing document profiles via toolbar, right-click or pull-down menu choice.

Notes:

• The presence or absence of Doc ID and other profile options is determined by configuration settings at your site. If you do not see these options/fields on your Edit Profile dialog, your site does not use them.

• If you are editing the profile of a versioned document - and it is anything other than the latest (current) version, then the Doc ID field is greyed out. Doc IDs can only be changed for the current version.

Field/Choice	Description
Description	Change the document description (if necessary)
Profile Group	Assuming you have access to multiple profile groups, you can select another group by clicking Profile Group. That opens the Select Profile Group dialog, where you can choose another. If you do change the profile group, the Edit Profile dialog reloads to display profile fields associated with the selected group.
Numbered profile fields	To make changes: • Enter a code or value by typing the code in the open profile field. • Select a code you have used previously by clicking the down arrow to the right of the input field to open the list of recent choices for that field. • Select from the list of all valid entries for that field by clicking the named profile field button; that opens the field table dialog, where you can double-click an item to select it. See Working with field tables for details on selecting and searching within field table dialogs. Note: As you change profile field settings, linked fields may change. An example would be the Client field choice. Matter fields are typically linked to Client choice, so If you change the Client, the linked Matter field setting changes too.
Add'l Comments	Add or change comments as needed in the Add'l Comments field. As soon as you start typing in the Comments field, it expands. Click OK to save your comment. Comments can be up to approximately four printed pages in length and are searchable - as is the document description.
Doc ID	To change the Doc ID number: Click the down arrow to the right of the Doc ID field, then select NewDoc from the list. Now enter a Doc ID for the document (typing over the NewDoc text), or leave that field as is to have Worldox automatically generate the ID. If you do enter a Doc ID - then wish to remove it before saving the file - click Doc ID to reset the field. Document IDs must be eight characters or less and cannot contain illegal Windows file naming characters.
Date created	Click the down arrow to the right of the Date Created field to open a clickable calendar. Find and select another date if necessary.
Security	Click Security to open the Security Classifications dialog to change security for the file. See Setting document security for more information.