Configure a workflow for a profile with linked document

If you add a For information task, you can consult the generated document through the workflow in InSite. This step is not mandatory because you can also consult the document through the dossier item properties.

To link a document to a profile:

  1. Go to: CRM / Dossier / Configuration / Dossier item type.
  2. Open the properties of the dossier item type..
  3. Go to the tab: Workflow.
  4. Open the properties of the workflow.
  5. Check if the workflow contains a 'For info' task.

    Ins_Workflow inrichten voor profiel met gekoppeld document - ter info taak

  6. If the For info task is missing, you add it so that the workflow has the structure as above.
  7. The destination of the For information task is Sender. Add this destination.
  8. Publish the workflow after you have changed it.
  9. Close the Workflow Editor.
  10. Click on: OK.

Directly to

  1. Configure a profile with a linked document
  2. Configure documents for profiles
  3. Configure a dossier item for a profile with linked document
  4. Link a document to a profile
  5. Configure a workflow for a profile with linked document
  6. Profile
  7. Add a profile
  8. Authorise a profile
  9. Change the properties of a profile
  10. Change and link the contexts (field settings) of a profile
  11. Workflow changes by a reviewer
  12. Configure combined changes to salary, contract, timetable and job
  13. Link a wage component to a profile
  14. Custom tabs in a profile
  15. Entry logging in InSite
  16. Delete a profile