Add a document layout for general use

Add a document layout that you can use to generate documents which you do not save in the dossier.

To add a document layout for general use:

1.  Go to:
   • General / Output / Management / Document (all document layouts)
   • Start menu / Subscriptions / Output / Management / Document
   • CRM / Output / Management / Document
   • Financial / Output / Management / Document
   • Fiscal / Output / Management / Document
   • HR / Output / Management / HR document
   • Order Management / Output / Management / Document
   • Start menu / Projects / Output / Management / Document
2.  Click on: New.
3. Specify the kind of document layout you want to add:
   • based on an existing document

     Select the document to be copied.

   • based on a data collection

     Select the data collection. Profit uses it to make an empty document that you complete yourself.

   Note: 

   The data collection of a document layout cannot be deleted or replaced by another data collection later on.

4. Click on: Next. 
5. Customise the description and the comments for the report. The other settings are important for the authorisation, amongst other things.
6. Click on: Finish. 

   Profit opens the document so you can edit it immediately.