Document Profile Creation

Create a document profile that includes the list of profile properties that you want to have available through SharePoint Portal Server. You can add custom properties to this profile.

To create a document profile:

1. In the workspace, open the Management folder.
2. In the Management folder, open the Document Profiles subfolder.
3. Double-click Add Document Profile. The Add Document Profile Wizard opens.
4. Type a descriptive name for the document profile.
5. Select an existing document profile to use as a template. The Base Document Profile is the default template.
6. Click Next.
7. Define the properties that make up the fields on the document profile:
   • To add or remove property names from the document profile, select or clear the check boxes next to the property name.
   • To add a new property, click New.
   • To edit the attributes of an existing property, select the property by clicking the property name, and then click Edit.
8. Click Next.
9. To choose the order in which the properties appear on the document profile, select a property, and then use the Move Up and Move Down arrows.
10. Click Next.
11. Review the settings for your new document profile, and then click Finish.

When you complete the wizard, the new document profile appears in the Document Profiles folder. The document profile is now available for you to associate with folders in the workspace. After you associate this document profile with a folder, users can select the document profile from a list when checking in a document or editing the properties of a document.