Record an Office document as a dossier item (Profit Communication Center)

You can save files from Microsoft Office programs in Profit using the Profit Communication Center. You add a dossier item in Profit in which the document or file to be registered is included as an attachment.

Note:

If you create a new e-mail message and want to submit it directly as a dossier item, you must follow another procedure.

To submit dossier items using Word, Excel or PowerPoint:

1. Start Microsoft Word, Excel of PowerPoint.
2. Open or create the document. For an e-mail message you need to open this.
3. Click on:Record.

   

4. If you are using one environment in combination with the Profit Communication Center, you register a dossier item in that environment. Continue with the next step.

   If you have multiple environments, click on the required environment.

   

   InSite opens a page for recording a dossier item.

5. Click on the dossier item type that you want to use.

   

6. If this list becomes too long, you can record a filter that will in the future be applied automatically, so that by default you only see the dossier item types you need.

   Steps for recording a filter

   1. Enter a quick filter and check the result.

      If, for example, you only submit complaints and notes, use this filter:

      

   2. Click on: / Save quick filter.

      

   3. Select the Run on opening check box. The quick filter is then applied automatically when you again record a dossier item using the PCC.

      

   4. Click on: Save.

   To cancel a filter:

   1. Perform the same steps to open the overview.
   2. Click on: / Disable filter.
7. Complete the fields. These depend on the dossier item type. Fields marked with an asterisk are mandatory.
8. Click on: Create.