Set up a dossier item type and the Contract extension workflow (Financial) for InSite

You can configure the default dossier item type provided, Contract extension (Financial) (Profit), and use it for InSite.

This is a so-called 'internal dossier item type'. With this type of dossier item you do not have the tabs In & OutSite and To be recorded in OutSite, which allow you to specify whether this dossier item is visible. For this type of dossier item, the default setting in InSite and OutSite is Visible. Also, the destination by default has been set to Purchase contact + contract.

To set up a dossier item type and the Contract extension workflow:

Go to: CRM / Dossier / Configuration / Dossier item type.
Open the properties of the Contract extension (Financial) (Profit) dossier item type.
Go to the tab: Settings.
Change the required fields.
Go to the tab: Workflows.
You see the linked workflow(s). The Contract extension (Financial) (Profit) workflow is provided by default. You can modify the workflow to suit your requirements. For example you can add a task, an explanation of a task, or a condition to a workflow. Thus you can use the Administration and Contract amount fields for conditions in the workflow.
Click on: OK.