Editing Profiles

»To edit profile information for a supplier company:

In the Companies and Users window, double click the company name to open the Company Properties window.
Open the Profiles tab, select the profile you want to edit in the list, and click the Edit Profile button.
The Iasta SmartSource Portal displays the profile form in the right pane. Use the scroll bar to view the entire profile. Iasta SmartSource makes fields in the profile form available for editing. Enter answers to questions. Questions numbered in red with an asterisk are required. Iasta SmartSource will not allow you to submit a profile for review unless all required questions are completed. To attach a document to a question, see Attaching Files to a Profile.
Use the following navigation and command links at the top and bottom of profile pages to navigate through the pages of the survey and save and submit profile information.

Back: Go to the previous page of the profile. This link is not available if there is no previous page.
Next: Go to the next page of the profile. This link is not available if there is no next page.
Page Names: Go to a specific page by selecting it from a list of pages in the Jump to Page area.
Save Changes: Save your changes and allows you to continue entering information.
Save Changes and Exit: Save your changes and exit the profile editor without submitting the profile to the project sponsor. Remember you won't be allowed to access Iasta SmartSource projects until you submit the profile.
Cancel Changes and Exit: Cancel the changes you have made and exit the profile editor.
View Preview: Open a preview page with your responses displaying as it will appear to the sponsor.
I am Finished -- Submit my Response: Save your changes and submit them for review. When you submit the profile, the completion status changes to submitted and the review status changes to unverified. The sponsor can review the profile and verify or reject individual questions.

Field Information is Shared

A single field can be used in multiple profiles. Any information that is entered into a profile field is entered at the field level so it will automatically be available wherever that field is used. For instance if the Corporate Address field has been previously submitted in another profile, the address will be automatically filled in when you open a second profile containing that field. If you change the information in the field in one profile it's automatically changed wherever that field is used. Attachments to fields are shared in the same way. If you attach a customer reference to a Third-Party Reference field in one profile the same document will be attached and available everywhere the Third-Party Reference field is used.