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Question

Question

Assign default fields with import profiles?

asked on June 20, 2024

Is there a way to set default field values for import profiles when a user drags and drops a document into the repository? Don't want to set default fields globally as there are multiple document types and use cases for this.

In Snapshot they can setup profiles with default field values, why is this not a feature in the client?

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Replies

replied on June 20, 2024

Select the drop down in the top right corner and select Options.  Click on New Document and at the bottom of the page you can create Import Profiles.  You can assign them to groups so others can use them or you can create your own.  

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replied on June 20, 2024

Import profiles are lacking the ability to set default fields. Currently on Web Client version 11 (11.0.2109.7).

See below,

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