Edit > Field Tables dialog

Field/Choice

Description

Profile Group

Assuming you have access to multiple profile groups, you can select another group by clicking Profile Group. That re-opens the Select Profile Group dialog, where you can choose another. If you do change the profile group, the Edit > Field Tables dialog reloads to display profile fields associated with the selected group.

Numbered profile fields

As this dialog opens, all numbered profile fields are filled with an asterisk (*), with a Copy field from source file. prompt to the right of each field.

In effect, this means that each field already has an entry in it, based on existing profiles for the selected documents. Whatever changes you make in these fields are applied to all selected files. Any fields you leave unchanged will retain the values selected in the original document profiles.

To make changes:

•        Enter a code or value by typing the code in the open profile field.

•        Select a code you have used previously by clicking the down arrow to the right of the input field to open the list of recent choices for that field.

•        Select from the list of all valid entries for that field by clicking the named profile field button; that opens  the field table dialog, where you can double-click an item to select it.

See Working with field tables for details on selecting and searching within field table dialogs.

Note:   As you change profile field settings, linked fields may change. An example would be the Client field choice. Matter fields are typically linked to the Client choice, so If you change the Client, the linked Matter field setting changes too.