Navigation:  User Guide for PaperSave for Blackbaud's Student Information System > PaperSave Configuration > PaperSave Settings > Workflows > Workflow 2.0 > Drop Points > Profile Field Template

Profile Field Template facilitates you to record the profile field values and create a profile field template for the respective Drop Point, rather than entering the same values multiple times while processing Items. Profile Field values recorded from here will be automatically filled-in while you add Items to the respective Drop Point from PaperSave Scan.

 

 

To record Profile Field values, you need to select Profile Field Template tab. You will be able to view the list of Profile Fields that exists for the Document Type of the selected Workflow in the right panel of the screen. Here, you can record the values under each profile field as per your requirement and create profile field template. If the Profile Field is of List type then you will be able to view Clear button at the bottom of each such fields. Clicking Clear button will clear the selected value and allow you to select another value.

 

You can also click Clear Profile Field Template option available in the toolbar to clear the values entered for all the profile fields in a single click.

 

 

 

 

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