Profiles Professional Training & Support
Upgrade to v8.0
Review the installation instructions
NOTE: This software upgrade is included in your annual subscription. To successfully install v8.0, please carefully follow these instructions:
Profiles Professional v8.0 Installation Instructions (PDF 100K)
Once you have installed v8.0, you will need to manually upgrade each client case. The plans you had created in v7.6 will look different when you access them in v8.0; therefore, it is strongly recommended that you give yourself time to review each plan before presenting to clients.
To see it done, watch Updating Client Files to v8.0.
Authorize your software
1. Download v8.0 (below).
2. Obtain an authorization key via email. In the software, go to the Help menu; click Authorize. Then click Copy , create an email, and paste the site code into the subject line of your email. Send the email to authorizations@eisi.com.
3. Enter the authorization key in Profiles Professional. You will receive the site code via return email within 1-2 business days.
Download v8.0
BEFORE YOU INSTALL V8.0:
Ensure you have approval from your home office and/or compliance department before installing v8.0. If you have questions or concerns in this regard, please contact your home office.
Client files created in v7.6 will continue to be available in v8.0. Before you install v8.0, it is recommended that you back-up your client files.
| Version: | 8.0 |
| File Size: | 109 MB |
| Release Date: | 4/22/08 |
| Update: | It is recommended that you Save the file to your desktop. |
| Installation Instructions: |
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| Release Notes & Recorded Demos: | Visit What’s New in v8.0 |
