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ProFile Help
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How to change the file directory in ProFile

  1. Open the Windows Explorer.

2. Navigate to the location to store files.

3. Copy the file path from the address bar:

4. Open ProFile.

5. Select "Environment..." from the "Options" drop-down menu in the top toolbar.

6. Select the "File" tab.

  7. Double-click on the specific "Directory" path in the "File Directories" section:

8. Paste the copied file path.

Note: when copying and pasting, ensure that the tax year is changed.

If ProFile prompts you to "Create Folders"  click on presented "create folders" options; this is due to ProFile reading older settings that may have been carried forward from a previous system.

Once all the modules have been re-directed, the path can be locked or an Options Package can be created to load on other machines.

  1. Open ProFile.

2. Select the "Environment..." option from the "Options" drop-down menu in the top toolbar.

3. Select the "File" tab.

4. Click on the specific "Directory" path in the "File Directories" section.

5. Double-click on the "three dots" icon next to the file path. The "Browse" window displays:

 

  6. Navigate to the location to store files.

7. Click the "OK" button. The path saves in the "File" tab.

Once all the modules have been re-directed, the path can be locked or an Options Package can be created to load on other machines.

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