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Add a dossier item page in Profit InSite

In InSite, a site manager adds a page for the dossier item so that it is also visible in the menu.

To add a page for a dossier item from the menu:

  1. Open InSite.
  2. Log on as the site manager.
  3. Click on: Site management.
  4. Click on: Menu in the Site frame.
  5. Go to the location where you want to add the page and click on New.
  6. Enter the description.
  7. Select the actionRefer to existing page.
  8. Click on: Next.
  9. Select the page with the Create template for the dossier item type.

    Example:

    For the creation of the Profit InSite Questiondossier item type, you use the Create Profit InSite question template.

  10. Click on: Add.

Directly to

  1. Configure a dossier for InSite
  2. Add a dossier item type
  3. Features of a dossier item type
  4. Feature group
  5. Add source data
  6. Add a response template
  7. Add an action type
  8. Add a dossier item page in InSite
  9. Set up the display of a user image in a response
  10. Add a dossier item overview in InSite
  11. Link a print report to a dossier type
  12. Add a dossier item type for organisations, persons and contacts
  13. Submit a dossier item with a completed Employee destination

Process

Configure