About Profiles

• Available actions

Profiles act as blueprints for document and payment flows.

They define :

• the setup of your recurring payment method
• the failed payment strategies
• how to pay invoices
• how to communicate with your customer (email/sms settings)
• configure security
• configure fraud prevention
• configure risk management
• configure signing options
• allow you to use custom variables in documents.
• and much more...

Different profiles for different document types can be created e.g.

• CORE
• B2B
• Recurring Credit Card
• CODA
• identification
• contract
• consent
• WIK letter
• Payroll

• Related articles:
• Published profiles
• Create or clone a profile
• General settings
• Emails settings and variables
• Invoice settings
• SMS settings
• Options settings
• Payments settings
• Interaction settings