Use the Explorer to record a file as a dossier item (Profit Communication Center)

You can save files from Windows Explorer in Profit using the Profit Communication Center. You add a dossier item in Profit in which the document or file to be registered is included as an attachment.

If you set up this option just now, restart your PC.

To use the Explorer to record a dossier item:

1. Start Windows Explorer.
2. Right-click on the file that you want to record in Profit.
3. Click on: Record in Profit and, if required, select an environment.

   

4. InSite opens for the recording of a dossier item.
5. Click on the dossier item type that you want to use.

   

6. If this list becomes too long, you can record a filter that will in the future be applied automatically, so that by default you only see the dossier item types you need.

   Steps for recording a filter

   1. Enter a quick filter and check the result.

      If, for example, you only submit complaints and notes, use this filter:

      

   2. Click on: / Save quick filter.

      

   3. Select the Run on opening check box. The quick filter is then applied automatically when you again record a dossier item using the PCC.

      

   4. Click on: Save.

   To cancel a filter:

   1. Perform the same steps to open the overview.
   2. Click on: / Disable filter.
7.  Complete the fields. These depend on the dossier item type. Fields marked with an asterisk are mandatory.

   

8. Click on: Create.

File types that are not allowed include:

When you submit files of the following types, a message appears because these types are not allowed.