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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.

    Crm_Dossier via POC (InSite) Verkenner - begin

  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

  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.

.ashx

.css

.jse

.vb

.asmx

.exe

.mhtm

.vbe

.aspq

.hta

.mhtml

.vbhtm

.axd

.htm

.shtml

.vbhtml

.cshtm

.html

.stm

.vbs

.cshtml

.js

.svc

xml

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