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Edit an attachment to a dossier item in InSite using the Profit Communication Center

You can edit an attachment (Word or Excel file) to a dossier item in InSite, if this is allowed based on the dossier item type.

Points of attention:

  • You can only edit Microsoft Office attachments for versions of Office which are supported by AFAS. Please refer to platform and product support. For example, you can edit Word files with the extension .DOCX, but editing .DOC files is not possible. The .DOC file format is obsolete.
  • The AFAS Temporary Office Accessapp connector must be unblocked.
  • You use a browser supported by Profit. Editing attachments to dossier items in InSite is possible as from Mozilla Firefox 60.0.2 (64-bits) and in the other supported browsers.

To edit an attachment to a dossier item:

  1. Open the dossier item in InSite.
  2. Click on the action:Modify.
  3. Click on the action:Edit attachment.

  4. The attachment is opened.
  5. Make the changes.
  6. Click on the action:Save.

    Crm_Bijlage bij dossieritem bewerken in InSite via Profit Office Connector

Directly to

  1. Record dossier items using the Profit Communication Center
  2. Install and configure the Profit Communication Center
  3. Link an environment to the Profit Communication Center
  4. Configure a dossier for InSite
  5. Microsoft Office support
  6. Check the dossier item type
  7. Record an Office document as a dossier item (Profit Communication Center)
  8. Record an e-mail message (Outlook) as a dossier item
  9. Use the Explorer to record a file as a dossier item
  10. Use InSite to edit an attachment to a dossier item
  11. Use Profit Windows to edit an attachment to a dossier item

Process

Dossier