Add a document with version control

You can determine whether you want to keep document versions up to date for each document template. This creates a history for each document of old versions of the document.

To add a document with version control:

1. Open Profit.
2. Go to: General / In & OutSite / Document template.
3. Click on: New.
4. Enter the description.
5. Enter the plural description.

   Each of the two descriptions must be unique. The plural description is used for the overview that goes with the document template.

6. Select a value for Based on.

   Here, you select a document template whose configuration you want to copy.

7. Select a value for Portal type. Here, you indicate whether you want to submit the document in InSite, OutSite or both.

   You can only select a value here if the document template is based on the Standaard Document (Profit).

8. Click on: Finish.

   You open the properties of the document template.

9. Select a value for Responses.

   You use this value to indicate whether responses can be submitted to the document and, if so, through which portal. If you indicate here that responses can be submitted via InSite and you have selected OutSite as the portal type, a message appears.

10. Select a value for Workflow if you want to link the document to a workflow.
11. Select the Maintain versions check box.

    Note:

    You cannot deselect this check box once there are documents based on the opened document template.

12. Select the One active document max. check box if you only want to show one document for a template.
13. Select the Features mandatory for documents check box if you want these features to be entered when adding the document.
14. Click on: OK.