Activate page type for Contracts (Financial) in InSite

In InSite, the Contracts Financial page type is available for contract management. It gives you the complete InSite functionality for a number of actions, including viewing, adding and extending contracts.

To activate the page types for contracts in InSite/OutSite:

  1. Open Profit.
  2. Go to: General / In & OutSite / Site.
  3. Open the properties of the site.
  4. Go to the tab: Page types.
  5. Select the Activated check box after Contracts Financial.
  6. Click on: OK.

Directly to

  1. Contract management and Contract extension workflow (Financial) in InSite
  2. Set up a dossier item type and the Contract extension workflow (Financial) for InSite
  3. Activate a page type for the Contract extension workflow (Financial) in InSite
  4. Add the Contracts (Financial) menu item