Configure a dossier item type for an absence dossier

You add the required dossier item types for absence. You need at least a dossier item for outgoing mail in which you specify that Profit can generate a document. In addition, you can configure dossier item types for notes and incoming mail.

To add a dossier item type for an absence dossier:

Go to: CRM / Dossier / Configuration / Dossier item type.
Click on: New.
Enter the description.
Select the Generate document check box.
If you add a dossier item to an employee, you can immediately generate a document. Profit saves this document with the dossier item.
Select the Open client record item attachment automatically check box. Profit opens the attachment of a dossier item at the same time that you open the dossier item.
Select Always possible to edit outside of workflow for Edit. If you do this, you can immediately edit and complete a document created via Profit before you send it.
Click on: Next.
Select the Mark client record item as confidential check box.
If you select this check box, Profit does not display the dossier item in a number of general views, such as CRM / Dossier / Dossier. The content of this type of dossier item is, after all, confidential.
Click on: Finish.
Open the properties of the new dossier item type.
Go to the tab: Destination.
You see here the possible destinations none of which are allowed.
Select Employee + absence entry.
Click on the action: Make mandatory.
Click on: OK.