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.

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:

  1. Move the mouse pointer to the dividing line between two column headers
  2. The cursor changes to a double arrow
  3. 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.


4.5 Context Menu

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

4.8 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.