Configure documents for profiles

You configure the document layouts you want to use for automatic document generation.

You can only use documents that can be stored in the dossier.

To configure a document:

  1. Go to: General / Output / Management / Document.

    You see the document layouts supplied as default. For this functionality, you can only use documents whose names start with [Dossier...].

    Ins_Documenten voor profielen inrichten

  2. Copy a document layout and change it.

See also

Directly to

  1. Configure a profile with a linked document
  2. Configure documents for profiles
  3. Configure a dossier item for a profile with linked document
  4. Link a document to a profile
  5. Configure a workflow for a profile with linked document