Link a document template to a workflow

You link the workflow to the document template so all documents you create from the document template use the workflow.

To link a document template to a workflow:

  1. Open Profit.
  2. Go to: General / In & OutSite / Document template.
  3. Open the properties of the document template.

    You can also add a document template first.

  4. Select a value for Workflow.
  5. Click on: OK.

If you have added a document template, you must activate it now.

To check the authorisation authors:

All employees with access to InSite may send in documents of this type.

  1. Go to the tab: Authors.
  2. If the line below is not present, add it:

Directly to

  1. Document with workflow
  2. Add a reviewer
  3. Configure the Document review workflow
  4. Link a document template to a workflow