Documents; "Loan Statement" has been updated to a "Word Document" file type

The "Loan Statement" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.

What this means is:

• "Loan_Statement.dot" Word VBA Document has been removed from the installation of finPOWER Connect.
• The following files are now supplied:
• "Loan_Statement.docx"
• "Loan_Statement.xml"
• There is no longer any requirement for Microsoft Word to be installed on the PC publishing this document.
• By default a PDF file is created instead of a Word file.

To set up the Document in finPOWER Connect:

• From the Admin menu, select Documents.
• Click the "Import" action.
• Locate and import the "Loan_Statement.xml" file in the Templates folder.
• Save the new Document record.

NOTE: The New Company wizard has been updated to use the above mechanism to add "LSFT" and "LSRC" documents for Fixed Term and Revolving Credit Loans respectively.