Response template in InSite
Users can submit a response to a dossier item. If the response is often the same, you add a template in which a large part of the text is recorded. You select this template to add a response. The text can then still be modified. You add response templates in the properties of a dossier item type.
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Add a response template for InSite
To add a response template:
- Go to: CRM / Dossier / Configuration / Dossier item type.
- Open the properties of the dossier item type..
- Go to the tab: Response templates.
- Click on: New.
- Enter the name of the response template.
- Specify for which user (internal and/or external) the response should be visible.
- Enter the response text.
- Click on: Finish.
Use a response template in InSite
To use a response template:
- Open InSite.
- Open a dossier item (for instance via My tasks).
- Go to: Add new response.
- Select a value for Response template.
- Click on: Insert text.
If applicable, adjust the text. You can also add an attachment to the response.
- Click on: Add response.
- Close the dossier item (or complete your task).