For every document created, it is important that the author is identified. In most cases, this is you. However, document authors often do this (by default) on behalf of someone else, such as their manager. Another common situation is when the person creating the documents has a supporting or secretarial role for officials within the organization.
In this section you will learn successively:
- create profiles independently
- Set up standard profiles
- Retrieve and set up profiles from the CRMor Outlook contact system