Add a page

You add a page as a document or as a page. A document is based on a document template. You add and maintain these document templates yourself.

Profit gives you access to various default page types. You cannot add page types yourself. A page type displays information about Profit data. For instance, if you add the overview of the Contact person page type to your site, visitors see the overview of all the Contact persons present in Profit. This overview is automatically updated.

You decide yourself which page type you want to activate on your site.

Content

  • Description
  • Procedure

Description

You decide for yourself which page type you want to add on your site.

Which options do you choose when adding a page

  • Document

    A site manager (and in InSite an author too) can add documents. You can link workflows to documents. You can also assign authors, readers and reviewers to the document template. There are three ways to add a document:

    • Create a file as a document

      By doing this, you link a file you open as an attachment.

    • Link as a document

      Here you link a URL link.

    • New document

      This allows you to create a page you can compose yourself.

  • Overview page

    You use this option to display an overview (view) of the selected part.

  • Portal page

    You use this option if you want to display an overview of multiple separate parts on a single page. It is an empty page you configure yourself.

  • Downloadable file

    You use this option if you want to create a link to a file a visitor can download (such as an annual report or a brochure).

  • External page

    You use this option to specify a website's URL. When a visitor clicks on the link, he is taken directly to the linked website.

  • Page

    You use this option for an integration page and a site map.

  • Cockpit page

    You use this page type in InSite to display a published analysis.

Procedure

  • Add a document
  • Add an overview
  • Create a downloadable file
  • Create an external page
  • Add a page
  • Edit a document as site manager
  • Maintain a page
  • Change the page properties