Managing profiles
Contract Express allows managing behaviour of questionnaire, generated documents and controlling many other parameters by managing profiles. You can create a profile and assign it to a specific template to manage its behaviour.
Contract Express provides a
built-in profile
- default profile applied to all sites if none other is applied. It is not possible to modify this profile.Creating profiles
- Go toAdmin>Profiles.
- ClickNew profilebutton.
- SetProfile nameanddescription.
- Configure the profile settings in the sections described below.
Below is the list of profile sections:
Section name | Description |
|---|---|
Locale | Controls the behaviour of all pieces of information modified by locales. It is possible to set a specific language, but also to override certain parts using a customised locale (see Managing locales). |
Questionnaire | Controls the behaviour of your templates’ online questionnaire. |
Preview | Controls the behaviour of the document preview within the questionnaire. |
Document | Controls the behaviour of the generated document. |
Advanced | Contains advanced options, such as Contract data retention, the removal of excluded spans and the representation of unresolved mark-up. |
Editing Profiles
All profiles are editable, except for Built-in profile.
To edit a profile:
- Go toAdmin>Profiles.
- Select the required profile.
- Make required changes. You can edit any settings of a profile.
- ClickSave.
Open the profile by clicking on its name; all settings are editable.
Deleting Profiles
You can delete profile either by:
- Checking the profile in the list, clickingDeleteand confirming deletion.
- Opening the profile, clickingDeleteand confirming deletion.
Downloading and uploading profiles
Contract Express allows downloading and uploading profiles.
To download a profile, select the required profile and click
Download profile
button.To upload a profile, click
Upload profile
in Admin
> Profiles
and select the .xml file of profile to upload.