Setting up the application
For every document created, it is important to establish who the author is. In most cases, this will be yourself. However, it is also common for document authors to draft documents (by default) on behalf of someone else, such as their manager. Another common situation is when someone creates documents in a supporting or secretarial role for officials within the organization.
In this section, you will learn how to:
- create profiles independently
- set up default profiles
- retrieve and set up profiles from the CRM or Outlook contacts system