8 Profile Settings
8.1 Overview ¶
The Profile settings window is the central configuration dialog for a single profile. Here you define which folders are monitored, which file type is processed, which invoices the filter lets through, and which tasks are executed.
Opening: Click New profile… in the profile toolbar, or double-click an entry in the profile list.
Profile settings with navigation on the left (categories and task list) and page content on the right
8.2 Window layout ¶
The navigation is on the left, the content of the selected page on the right:
| Navigation area |
Content |
| Fixed categories (top) |
General, Mode (…), Monitored folders, Example invoices, Filter - the mode label shows the current processing mode in parentheses |
| Tasks (middle) |
Toolbar and list of the configured tasks (see section 8.3) |
| Bottom |
Notifications, Result preview |
The Monitored folders, Example invoices, Filter, and Notifications entries show the number of configured elements in parentheses, e.g. “Monitored folders (2)” - for the notifications, the number of enabled notification types. The window title follows the profile name live as you type.
8.3 Task list ¶
The task list shows all tasks of the profile in their execution order. Each task has:
- a check mark - the task is active; without it, the task stays configured but is not executed
- a mode-dependent name - the file tasks name the target file of the processing mode, e.g. “Rename PDF file” or “Rename XML file” (see chapter 8.7)
8.3.1 Task list toolbar ¶
| Button |
Function |
| Add |
Opens a menu with all task types (see chapters 9 to 21). The same task type can be added multiple times - e.g. two “Copy file” tasks with different target folders. New print tasks adopt the print presets from the program options (see chapter 40.10). |
| Remove |
Removes the selected task |
| ▲ / ▼ |
Moves the selected task within the execution order |
Clicking a task shows its settings page on the right.
8.4 OK, Apply, Cancel ¶
| Button |
Effect |
| OK |
Saves all changes and closes the window |
| Apply |
Saves all changes, the window stays open |
| Cancel |
Discards all unsaved changes and closes the window. If the window was opened via New profile… and never saved, the new profile is discarded entirely. |
Before saving, the program validates the configuration for completeness (e.g. empty profile name, storage task without a target directory, email task without a recipient). If an issue is found, a message appears and the window jumps directly to the affected page or task.
Context help: The Help (F1) link at the bottom left (or the F1 key) opens the online help chapter for the currently displayed page.
8.5 The pages at a glance ¶