Document profiles are defined at the document level for an individual document, or for a group of documents with a batch profile. A document’s profile may contain different information than the profile of the folder where it resides.
Locating the Document Profile
From an Administrator’s license select Design > Document Profile.
Designing the Document Profile
To add a field, click Add Field to display the Fields dialog box. The Fields dialog box displays a list of available fields. You will only see available system and custom fields that are not already on the profile. The Add Field dialog can also be opened by double-clicking any of the grid dots to automatically locate the top left corner of the newly added fields text box.
Adding an Index Field to the Document Profile
The Fields dialog box displays a list of available fields. You will only see available system and custom fields that are not already on the profile. Select the field you want to add and click OK. Alchemy adds the selected field to the profile at the cursor position.
Organize the Index Fields on the Document Profile
Organize the fields on the profile as desired. The Profile pane in Alchemy displays the fields according to how you arrange them in the Profile Designer. You can use the following to modify the position of the fields:
To resize a field, select it by clicking on the field in the Profile Designer and drag its handle.
To move a field, drag the entire field to a new location.
To delete a field, select it and press the Delete key. Note: When you delete a field, Alchemy removes the field from the profile but not from the Fields list.