--- title: How to Configure the Document Processor Fields in Profile slug: portal-sub/how-to-configure-the-document-processor-fields-in-profile docTags: createdAt: 2026-03-04T12:03:14.164Z --- # Overview & Requirements The Document Processor window allows you to upload various document types - such as photos, articles, results, referrals, correspondence, and clinical notes - and seamlessly file them into a patient's medical record.   This window contains multiple fields, some of which may/may not be relevant to you or your organisation. To address this, we've made some of these fields configurable in that they can be included or excluded from the Document Processor window.  This article provides details on how to configure the fields displayed in the Document Processor window.  It is mainly meant for System Administrators and technical users. It may also be relevant to clinical and non-clinical users. ## Requirements - Available in Profile 9.0.9 and above # How to Configure the Document Processor Fields Go to **Organisation / Preferences / General / Document Processor** tab You will notice a number of fields shown in the **Visible fields of Document Processor **area.  Some of these fields are configurable and some are not. The fields that are unavailable (selected and greyed out) cannot be configured. The available fields can be configured.  To include or exclude a particular field in the Document Processor window:  1. Choose the (available) field you wish to include/exclude. 2. Tick or untick the checkbox next to the field name 3. Click **Apply** and then **OK **to close the **Preferences** window.  ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XKicX0n2_g60IVJde1EZ3_xjksmdq8py9btd9cmxbgelywrzvhe9suuw.png) The table below indicates which fields are configurable/not, and which fields appear by default/not. | Field Name | Configurable (Yes/No) | Default (Yes/No) | | ----------------------------- | --------------------- | ---------------- | | Patient | No | Yes | | Provider | No | Yes | | POS | No | Yes | | Copies To | Yes | Yes | | Transcriptionist | Yes | No | | Transaction Date | No | Yes | | Transaction Time | Yes | No | | Subject | No | Yes | | Source Author | Yes | Yes | | Source Facility | Yes | Yes | | Comment | No | Yes | | Keywords | Yes | No | | Direction | Yes | Yes | | Acquired | Yes | Yes | | Sign Document | No | Yes
| | File Location | No | Yes | | Category | No | Yes | | Abnormal | Yes | Yes | | Sub Category | Yes | No | | Privacy | Yes | Yes | | Ext. Reference | Yes | No | | Source Facility Report Number | Yes | No | | Received Date | Yes | Yes | | Received Time | Yes | No | | Block from Patient Access | Yes | Yes | :::hint{type="info"} **Note: **From Profile Version 9.0.9 and above, some of the field names and functionality found within the Document Processor have changed: **From **has been changed to **Source Author** **POS **has been changed to **Source Facility** In the **Source Facility** drop-drown list, the **Ad Hoc** option has been added. This option is useful if a facility is not yet in your system. Users simply select the **Ad Hoc **option from the drop-down list, and can then type in the name of the facility in the free-text space directly to the right. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/TNJ0wl5CVn0NjNsaiu6tj_vcuq68rffj2vkgw8aa5tx9qm7t54d66w.png" size="53" isUploading="false" initialPath="assets/VcUQ68RFFj2vKg_W8aa5tX_9qm7t54D66w.png" githubPath="en/Documents_ Scanning and Letters/Documents/assets/VcUQ68RFFj2vKg_W8aa5tX_9qm7t54D66w.png" position="flex-start" showCaption="false"} ::: # Learn More For more information on the Document Processor (previously known as the Scan Processor)please click on the video walkthrough link below: - [Video: Document Processor - Walkthrough](docId\:cVgmSJr7jexqggpyBGpZo)