Skip to main content
Kofax

ReadSoft: How to duplicate a job description in INVOICES

Summary

15015

Support Article

Job descriptions give INVOICES the processing instructions for each module. Occasionally it may be necessary to duplicate these processing instructions from one document profile to another.

To duplicate a job description, do the following:

  1. Open the Manager module, and then click the Job descriptions object bar.
  2. Right-click the applicable job description, and then click Save As.
  3. Type a new meaningful job name, and then click OK.
  4. Double-click the new job description.
  5. Click the Document Profile list, select the applicable document profile, and then click Save.
  6. Close, and then reopen the Manager module.

The new job description will now appear in the applicable document profile.

Keywords:  copy, save as, duplication