Move a document to another document template

You can move a document to another document template so that it ends up in a different overview or view. Here, you can generate a URL redirection so references to the current URL continue to work after the move.

To move a document to another document template:

  1. Open Profit.
  2. Go to: General / In & OutSite / Document template.
  3. Open the properties of the document template.
  4. Go to the tab: Documents.
  5. Select the document..

    You can also select and move multiple lines.

    Note:

    If you indicated in the properties of the document template that you want to track Versions and/or that a Maximum of one document is active, you can only move one document.

    You cannot move course documents to a different template!

  6. Click on the action: Move.
  7. Select the document template to which you want to move the documents.
  8. Click on: Next.

    Profit can generate URL redirections for the pages you want to move so redirections to the current page URLs continue to work after the move.

  9. Select the site(s) for which you want to generate URL redirections.

    If you do not select any sites, no URL redirections are generated.

  10. Click on: Finish.

Directly to

  1. Document management
  2. Configure Document management
  3. Create a document as author
  4. Add a document as site manager
  5. Read a document
  6. Authorise a document for OutSite
  7. Document overview
  8. Add a response to a document
  9. View an overview of read and approved documents
  10. Page with availability date and expiry date
  11. Move a document to another document template
  12. Delete responses to a document
  13. Delete a draft page
  14. Delete a published document
  15. Documents from the document template
  16. Overviews of the document template
  17. Overview of multiple document templates
  18. Portal pages of the document template
  19. View responses to documents using a data collection
  20. New version of a downloadable file