Project dossier

Profit provides a completely digital dossier for organisations, persons, debtors and creditors, employees and employers, etc. You manage all dossier items in Profit from one central location. The dossier can be accessed from Profit Windows and InSite. Customers have access to their own dossier via OutSite (if you are using the Customer portal functionality).

The dossier is partly populated automatically: letters and reminders are saved automatically.

You can also manually add a dossier item to the dossier of a project. This allows you to record documents for the project.

Advantages:

  • In the digital project dossier you can easily store and find all documentation and communication with internal employees and external contacts.
  • You can use authorisation to make sure that only project team members or specific users have access to the dossier or even only to specific dossier item types.

Record a dossier item and generate a document

When you record a dossier item you can generate a document directly based on a document layout. Profit saves the document with the dossier item. This functionality enables you to quickly create a document (a letter, for example) for a project and store it in a dossier item with the project.

Preparations

  • Start by recording the document (document layout) using Document management. Add a new document layout that you base on [Project dossier] Project (Profit). The main destination of this template is the Project, so that you can generate documents in a project using the document generator in Profit, and then save them directly to the project dossier. Use Invoegtoepassingen / Gegevensverzameling wijzigen to add fields. Use Invoegtoepassingen / Insert field to place fields in the letter.
  • In the dossier item type (add a new dossier item type if necessary) in the Contents section, the the Generate document check box must be selected (this will automatically select the Contents and Link file check boxes as well). This option will then appear in the wizard for the dossier item to be recorded. In the Destination Extra tab, select Project as the destination.

To record a dossier item and generate a document:

  1. Go to: Projects / Project / Project.
  2. Select the project.
  3. Click on the action: File item(s).
  4. Select the dossier item type.
  5. Follow the instructions given by the wizard.
  6. Select a value for Target: Print document and record in file.
  7. Click on: Finish.

If you want to submit the same document for multiple projects at the same time, then you should select the Specify separately per destination check box to insert different data per project in the generated letter.