Manage print profiles
Each branch has three Print profiles. Each profile has its own layout (template, logo, colors, header and footer). Only one of them is used for the PDFs sent to your customers.
Identify the profiles
The Print profiles block appears at the top of the CUSTOMIZE workshop and of the Print Parameters screen. Each card shows the profile name (Profile 1, Profile 2, Profile 3 until you rename them) and the template used, or No template.
| Marker | Meaning |
|---|---|
| Displayed | The profile open on screen: this is the one you are editing. |
| PDF sending | The Sending template: all PDFs sent to customers use this layout. |
Under the cards, CAPPS reminds you of the current profile (You are currently editing or You are currently viewing). If it is not the sending profile, it says so: This profile is not used for sending., followed by the name of the profile used for sent documents.
Open another profile
Click the profile card. CAPPS shows Loading profile, then its settings and its preview.
If you had unsaved changes, choose Save (they are kept on the previous profile), Discard or Cancel.
A profile that is still empty shows This profile has no layout yet. Set it up like the others, or copy an existing profile into it.
Rename, duplicate, choose the sending profile
These actions are available in edit mode (Edit profile button).
Rename: click the pencil icon on a card, enter the new name (40 characters at most), then click OK.
Duplicate: click the copy icon, then To followed by the destination profile. If this profile already contains a layout, answer the question (for example Replace profile 2?) with Replace.
Use for sending: click the swap icon on the card, or More actions then Use for sending. Confirm the question Use this profile for all sent PDFs?
To try a new presentation without affecting the documents you send, duplicate the PDF sending profile to a free profile, edit this copy, then use it for sending when you are satisfied with it.
Save a profile
When the displayed profile has changes in progress, the block shows Save to apply permanently. Otherwise the previous settings remain in effect. and a Save button. After saving, CAPPS confirms Profile saved. Sent documents use the Sending template.
If CAPPS cannot make a profile the sending profile, it shows Unable to use this profile for sending. or the reason for the refusal. An empty profile cannot become the sending profile: set it up and save it first.
To set the content of a profile, see Customize the appearance of your documents and Choose the header and footer information.