Step 3: Creation of DocuBuilder buttons

Owned by Jack Kuijper
Last updated: 21 Sept 2022
2 min read

A separate AFAS Insite page is created for each DocuBuilder button in AFAS Insite. Variables can be added to each button with which the correct document or documents can be started.

Step by Step

  1. Go to AFAS Insite and open Site Management:

     

  2. Click New and then Page:

     

  3. Under Page Type, choose DocuBuilder and provide a description. Click Next:

     

  4. Enter the Integration URL. The other steps in the wizard are not necessary, so instead of Next, click Add.


    The integration URL consists of:

    1. The DocuBuilder URL. This can be found in DocuBuilder Settings under Settings > Environment Settings. In the example above, this is https://bedrijfsnaam.platform.documizers.com/DocuBuilder

    2. A slash (/)

    3. The text: EntryInsiteSecure.aspx

    4. Optional: Variables to call the appropriate document(s). In the example above, no variables are entered. See Variables integration URL for a detailed explanation of the variables.

  5. Click Publish Draft:

     

  6. Confirm with Yes:

     

     

Tip
It may take some time before the created page is actually published in Afas Insite. Occasionally click Refresh (F5) in your browser until the created button appears:

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