Add a page for a dossier item in InSite
If you want to submit a dossier item type in InSite, you add a page in InSite. If you make a dossier item type visible in InSite, Profit automatically adds a Page type, Templates and Functionality for InSite.
A site manager adds new pages to the site. The page becomes a menu item in InSite to make it easy for the user to open it.
To add a page in InSite:
- Log on and start Site management.
- Click on: Menu in the Site frame.
Create the page at the place where you want to show it in the menu.
- Click on: New.
- Enter the description.
This is the description of the menu you want to use to start the workflow.
- Select Refer to existing page in Action.
This enables you to select the page that has been added automatically.
- Click on: Next.
- Select the page.
- Click on: Add.
- Open the properties of the page. For this, click on the button after the page.
- Deselect the Show in menu check box.
- Click on: Modify.
- Close the menu.