Planning Profiles

Route images to storage locations and manage security access to images through profiles.

You can create profiles for different departments, each with different types of document images. The profiles determine the storage location for the images, and who has access to the images. Plan profiles carefully, as shown in the following table.

File Type

Department

Storage ID & Location

Profile ID

Security

Credit Reports

Credit

ID: Credit 99\\image_server\crdrpt99

CREDIT.REPORTS

Credit Dept (Only) = Full Access

Photos of Authorized Buyers

Credit

ID: Buyers \\image_server\buyers

AUTH.BUYERS

All Depts. =
Full Access

Employee Reviews

HR

ID: Reviews99 \\image_server\hr

REVIEWS99

HR Dept. = Managers Only

See Also:

Planning File Storage

Creating a Custom Indexing Profile

Copying, Moving, or Deleting Images

Replicating Documents

Running the Imaging Invoice Exception Report