When you run documenter for the first time, a window will automatically open to display your profile data. This window will only open if your profile has not been set up yet. For later alterations, you can access it via “Manage Profiles”.
This window will automatically display all relevant information sourced from the Active Directory. You have the possibility to manually add missing information, for example you can complete sender information and the specification of your department if it was entered in the Active Directory.
As soon as all information has been completely entered, you will need to select your primary location. This will automatically enter your profile information once you open a document template (in order for this to work, you will need to be in online mode). It is therefore advisable to select a location from which you will send the bulk of letters. The selected location will determine which footer and sender information will be displayed in the document. To set your default location, please click on the location picker at the bottom of the profile editing window.
Important notice: By Default, documenter will start up in offline mode, in order to minimize server traffic. You will be unable to select your default location at this point. Please save your profile without selecting your location and change to online mode by clicking on “Work Offline” in the documenter menu.
If you do not set a default location, documenter will ask you to do so once you open a template from the template library.
In this case you may select a location from the list provided, once you click “OK”. A user is unable to open a template without selecting a location from which the letter is to be sent.