Set up Profiles

To edit a profile, select it from the profile list. It will be displayed in edit mode on the right.

Basic information is automatically retrieved from your company’s directory service and synchronized into fields in your profile. Fields that are filled this way are indicated by a chain symbol (Figure 1343, “Chain Symbol for Automatically Synchronized Data”).

empower^® frequently synchronizes the data from the directory service to ensure the data is always up to date.

A crossed-out chain symbol (Figure 1344, “Crossed-out Chain Symbol for Not Automatically Synchronized Data”) indicates that:

Fill in any missing data you want to add. Only temporarily change existing data if necessary.

To reset a specific profile field, click on the crossed-out chain symbol. This will lead to the field being filled by data synchronized from the directory service (if applicable) and thus delete the data you entered manually.

If you have finished entering your data, click on the button OK (Figure 1345, “Button OK to Confirm Profile Data Changes”).

If you do not want to save your changes, click on the button Cancel.

To add a profile, click on the button New Profile (Figure 1349, “Button New Profile”).

Enter the profile name and click on the button Add (Figure 1350, “Add Profile”).

The data from the directory service is preloaded. You can now make changes and add data to the profile.

If you have finished entering your data, click on the button OK (Figure 1345, “Button OK to Confirm Profile Data Changes”).

Once more than one profile has been created, any of your profiles can be set as the default profile. The first profile, which is created automatically, is first set as the default profile.

To manage your default profiles, click on the button Manage defaults (Figure 1351, “Button Manage Defaults”).

A dialog box opens.

In this dialog box, you can set up to three default profiles which will be used to fill in your documents or to create your e-mail signature (Figure 1352, “Set Default Profiles”).

You can choose from all profiles listed in your profile management window under My Profiles and Referenced Profiles.

Adding additional default profiles can be useful if a document template includes multiple placeholders for data from multiple profiles.

In addition, you can set a default location and a default language to be used.

In the list under Location data, all available companies and their locations are listed (Figure 1353, “Location Data”). To add a default company location, choose one from the list.

If there is no default location, the document templates will not be filled automatically and empower^® will prompt to select a location each time a document template is opened.

Under Location data, you can search for the location you want to fill in.

To do so, type in the name of the location you are looking for into the input field (Figure 1354, “Search for Locations”).

The locations that match your search are listed under the companies they belong to.

Select the required location from the list.

Alternatively, you can browse through the locations and companies manually.

To do so, expand the sections for the companies using the little arrow symbol next to the company name.

If your search input does not lead to any result, a message is displayed in the dialog box (Figure 1355, “No Search Results”).

To abort the search, click on the X symbol in the input field (Figure 1356, “Abort Search”).

All available locations will be listed again.

In the drop-down menu under Translation, all available languages are listed (Figure 1357, “Translation”). To add a default translation, choose a language from the list.

The language setting is decisive for the display of the referenced profile and company data. Information that is maintained in empower^® by your empower^® Administrators in multiple languages is displayed according to the selected language. Also, signatures are created by completing signature templates with labels and data in the specified language, if available.

For example, a referenced country (e.g. Germany) from a location is mapped as Germany or Deutschland, depending on the language selection made.

In empower^®, the translation labeled Default can be configured for language settings by your administrators. Typically, this default is set to English. If Default is selected, the document template is filled according to the set translation language labeled as default.

If you have finished, click on the button Save defaults (Figure 1358, “Button Save defaults”).

Your settings are saved.

To delete a profile, click on the X symbol next to the profile in the profile list (Figure 1363, “Cross Symbol to Delete a Profile”).

A dialog box opens.

To confirm the deletion process, click on the button Yes (Figure 1364, “Button Yes to Confirm Deletion of a Profile”).