4 Profile List

4.1 Overview

The Profile List displays all created profiles in a clear table view. Here you can see the status of all profiles at a glance and manage them.

4.2 Columns

The Profile List contains the following columns:

4.2.1 Status

Shows whether the profile is active:

Symbol	Meaning
☑ (Checkmark)	Profile is activated and monitoring folders
☐ (Empty)	Profile is deactivated

Tip: Click on the checkmark to quickly activate or deactivate a profile.

4.2.2 Name

The name of the profile. Names can be changed in the Profile Settings.

Sorting: Click on the column header to sort the list alphabetically.

4.2.3 Created/Modified On

Shows when the profile was created or last modified.

4.2.4 Last Application (regular)

Date and time of the last regular processing by this profile. “Regular” means that a new file was automatically detected and processed.

Display: If no processing has taken place yet, the field remains empty.

Warning sign: If an active profile has not processed a file regularly for longer than the configured deadline (default: 45 days), a warning sign precedes the date; the row’s tooltip states the days and the deadline. Typical cause: the file name or content of the expected files has changed and the filter criteria no longer match. Profiles without any processing so far count from their start date. Files matched during catch-up processing count with their receipt date (the file’s creation or modification date, whichever is younger): after a filter correction, the warning disappears as soon as catch-up processing matches a file received within the deadline; the window behind the notice bar marks such a match with “(received, caught up)”. Set the deadline under Options > Processing, per profile under Advanced (see section 4.9).

4.2.5 Last Application (subsequently)

Date and time of the last catch-up processing by this profile. This refers to processing triggered via the Catch Up function.

4.2.6 Monitored Folders

Shows the configured monitored folders of the profile. When there are multiple folders, they are displayed separated by semicolons.

Tip: Move the mouse pointer over the cell to see the full path in the tooltip.

4.2.7 Comment

Shows the optional comment of the profile. Comments can be entered in the Profile Settings under General.

4.3 Adjusting Column Width

You can individually adjust the width of each column:

Move the mouse pointer to the dividing line between two column headers
The cursor changes to a double arrow
Drag the dividing line left or right

Tip: Double-click on the dividing line to automatically adjust the column to its content.

4.4 Sorting

Click on a column header to sort the list by that column:

First click: Sort ascending (A-Z, oldest first)
Second click: Sort descending (Z-A, newest first)

A small arrow in the column header shows the current sort direction.

Note: Regardless of the sorting set here, profiles are always processed in the order of their names.

Right-click on the Profile List to open the context menu:

Menu Item	Description
Select All	Selects all profiles
Select None	Deselects all profiles
Invert Selection	Inverts the current selection
Export Profile…	Exports the selected profile

4.6 Profile Colors

Profiles can be color-coded. The color is displayed as a colored bar on the left edge of the log rows. The color is set in the Profile Settings under General.

Use Cases for Profile Colors

Color	Example Use
Green	Production profiles
Yellow	Test profiles
Red	Profiles requiring special attention
Blue	Archiving profiles

4.7 Multiple Selection

You can select multiple profiles simultaneously:

Method	Description
Ctrl + Click	Adds individual profiles to the selection or removes them
Shift + Click	Selects a range of profiles
Ctrl + A	Selects all profiles

Actions for Multiple Profiles

The following actions can be applied to multiple selected profiles:

Activate
Deactivate
Remove
Export

4.9 Notice Bars Below the Profile List

Two notice bars can appear below the profile list:

Bar	Meaning
Wine red: “n profiles had no regular processing within the deadline”	At least one active profile has not processed a file regularly for longer than the deadline. Clicking opens the window “Processing overdue” with all affected profiles (days, deadline, last match). There you can open a profile directly on the “Advanced” page or use “No warning for checked profiles” to permanently switch off the warning for the checked profiles, for example after an update when many dormant profiles are reported. The bar disappears as soon as the profiles process again or the warning is switched off for them. With a centrally managed profile file without editing permission, the window only displays the list.
Orange or red: license notice	The license expires within the next 30 days (orange) or has already expired and the program keeps working for only a few more days (red). Clicking opens the order page.

Bar

Meaning

Wine red: “n profiles had no regular processing within the deadline”

At least one active profile has not processed a file regularly for longer than the deadline. Clicking opens the window “Processing overdue” with all affected profiles (days, deadline, last match). There you can open a profile directly on the “Advanced” page or use “No warning for checked profiles” to permanently switch off the warning for the checked profiles, for example after an update when many dormant profiles are reported. The bar disappears as soon as the profiles process again or the warning is switched off for them. With a centrally managed profile file without editing permission, the window only displays the list.

Orange or red: license notice

The license expires within the next 30 days (orange) or has already expired and the program keeps working for only a few more days (red). Clicking opens the order page.

Configure the warning for profiles without processing under Options > Processing > Check profiles for regular processing (deadline, highlighting, optional email) and per profile under Advanced > Warning when processing stops (default, custom deadline, or no warning); a profile-specific email is configured under Subsequently.

4.8 Tips for Profile Management

Naming Conventions

Use meaningful names that describe the purpose of the profile:

Good	Bad
“Archive Invoices Supplier ABC”	“Profile 1”
“Order Confirmations to Purchasing”	“New Profile”

Use Comments

Use the comment field for additional information:

Contact person for this profile
Special notes about processing
Date of last review

Group Profiles

Although there are no actual groups, you can group profiles through naming conventions:

[Accounting] 1 - Incoming Invoices
[Accounting] 2 - Outgoing Invoices
[Sales] 1 - Archive Quotes
[Sales] 2 - Orders to ERP

4.9 Central Profile Management

When central profile management is enabled (configured in Program Options), profiles can be centrally managed on a network drive. In this case:

Profiles are loaded from the central file at startup
Changes are written to the central file
Multiple installations can use the same profiles

Note: If editing of centrally managed profiles is disabled, the buttons for creating, editing, and deleting are grayed out.

Profile Toolbar Log Toolbar