Profiles Overview

Profiles contain your personal and/or business information. This information is then automatically entered into corresponding fields in the template to personalize your document. You may also specify whether or not to automatically apply your profile each time you create a new document.

Please note: not all templates contain all of the fields seen in your profile.

Working With Profiles

By setting up a profile, you will avoid needing to type in your information into every template; your information will be entered for you. In addition, using a profile will make your documents look and feel more professional.

The first time the application launches, you will be prompted to create a profile (see "Creating a Profile"). This will become your default profile. To add, edit, or delete profiles, you can launch the Profile Manager from the main screen.

Note: To open the Profile Manager, click the Profiles button at the top of the Template Browser.