Add an InSite course document template
Profit comes with a number of default document templates. You can add and maintain document templates yourself. If you want to use the supplied default Cursus document template for the InSite portal, open the properties of this template and add the author. You can also add a document template based on this document template.
To add a document template:
- Open Profit.
- Go to: General / In & OutSite / Document template.
- Click on: New.
- Enter the description and the plural description. The plural description is used for the name of the course overview.
- Select a value for Portal type.
You use this to determine where you can add documents based on the document template:
- Click on: Finish.
Profit now automatically opens the properties of the document template.
- Go to the tab: Authors.
- Click on: New.
- Select a value for Type.
Here, you can select User group, Selection, Authorisation role and Basis.
Note:
If you select the Basis type, you can only select authorised InSite users as authors. You would not want to do this for OutSite pages, but you would, for instance, for a ‘Message to all employees’ document template.
- Select a value for Author level.
Here, you can indicate that authors are only allowed to submit documents, maintain their own documents or maintain all documents. If a person occurs in multiple author layers with different author level settings, then the privileges are determined as follows:
Maintain all documents -> Maintain my documents -> Submit all -> None
- Click on: Next.
- Select the users who are allowed to be authors of the document template.
You can select multiple groups.
Note:
If you selected the Basis type, you can only select authorised InSite users here. You would not want to do this for OutSite pages, but you would, for instance, for a ‘Message to all employees’ document template.
- Click on: Finish.
- Click on: OK.
Before you can use the document template in your site, you still need to activate it first.
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