Personal Profile Information
From ContractPal
Contents |
Purpose
This panel contains your general information pertaining to the current profile (see notes). This panel also provides tools to configure the way your signature and initials will appear on documents that you participate in while logged in and using the current profile.
Notes
All values are unique to the profile you are logged in as with the exception of Author Alias. Author Alias is a global property meaning that it is the same value across all your profiles.
Values
- Name of Profile: (Required) This is basically a description of the profile. If you have multiple profiles, this value will help you distinguish this profile from others. This value will appear in the drop down list of possible profiles. It will also appear as one of the profiles that you can log in as.
- First Name: (Required) Your first name associated with this profile.
- Middle Name: (Optional) Your middle name associated with this profile.
- Last Name: (Required) Your last name associated with this profile.
- Job Title: (Optional) Your job title associated with this profile.
- Author Alias: (Optional) This name identifies you across all profiles. It is persistent across all profiles.
- Signing Name: (Required) This is the name that will appear on all audit logs while you are logged in and using this profile. It is also the string that will be used to create your signature image.
- Signing Initials: (Required) This is the string that will be used when you create your initials image.
Instructions
Provide values for all fields and click on the save button. Values on the top two portions are saved only when the "Save" button is clicked. Name of Profile, First Name, and Last Name are required fields. Others are optional. The bottom section of the screen is used to configure your signing name and initials and their associated image. These values are required also. To edit the image, click on the associated edit button. A popup window will appear providing you up to three means (depending on your client configuration) to change, edit, and save your signature or initials image. The three options you will be provided with are 1) Use your local fonts. (This requires you have java installed on your client machine). 2) Use fonts from our server. 3) Upload an image that you have designed outside the ContractPal system.