Add the Contracts (Financial) menu item

The site manager adds a Contracts menu item to the site. Using this menu, a logged on user can submit a dossier item directly.

You can add the overview pages Contracts Financial and My contracts Financial to Insite to provide access to the contracts. The overview page My contracts Financial shows a view filtered by Resp. person = the logged on user (employee). You complete the Resp. person field for a contract.

To add the Contracts (Financial) menu item:

1. Log on and start Site management.
   1. Open the site.
   2. Log on with the username and password.
   3. Click on: OK.
   4. Click on the user name at the top right.

      

   5. Click on: Site management.

2. Click on: Log on.
3. Click on: Menu in the Site frame.
4. Click on: New. You do this at the location in the menu under which you want to add the menu item.
5. Enter the description.

   In this example Contracten financieel.

6. Select the action Refer to existing page.
7. Click on: Next.
8. Select the Contracts Financial overview as Page.
9. Click on: Add.

   This adds the Contracts Financial overview page, which allows you to gain an insight into the contracts in InSite.

   You can also add the My contracts Financial overview page. This overview shows a view filtered by the responsible person = user (employee).

10. Click on: New.
11. Enter the description.

    In this example Mijn contracten financieel.

12. Select the action: Refer to existing page.
13. Click on: Next.
14. Select the My contracts Financial overview as Page.
15. Click on: Add.
16. You must now update the overviews.