Add features to a document template

You use features in the document template to be able to select items when recording dossier items or to start workflows, among other things. You add features in CRM.

To add features to a document template:

  1. Open Profit.
  2. Go to: General / In & OutSite / Document template.
  3. Open the properties of the document template.
  4. Go to the tab: Features.
  5. Click on: New.
  6. Select a value for Category, Sub-category and/or Range.

    You can add this through

    • General / In & OutSite / Configuration / Range
    • General / In & OutSite / Configuration / Category

      You add subcategories in the properties of a category.

  7. Click on: Finish.

    You can now Add authors.

Directly to

  1. Add a document template
  2. Add an author
  3. Add readers and configure document validity period
  4. Add features to a document template
  5. Add a document with version control
  6. Document with workflow