Modify or rename a server-based capture profile for a record - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Records

Platform
Perceptive Content
Product
Manage Records
Release
Foundation 24.1
License

To modify or change the name of a server-based capture profile used to capture files into a record, complete the following steps.

  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. Click Capture.
  3. In the right pane, on the Capture Profile tab, click the capture profile you want to modify and click Modify.
  4. Optional. In the Configure Capture Profile dialog box, on the General tab, complete any of the following actions.
    • Modify the name and description.
    • To activate the profile, select the Profile is active check box.
    • To deactivate the profile, clear the Profile is active check box.
  5. Optional. On the Profile tab, complete any of the following actions.
    • In the Source type list, select a source type.
    • In the Source profile list, select a source profile.
    • In the Application plan list, select a new application plan.
  6. Verify the changes and click OK.