Article Details
Id: | 20168 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 4.00.02 |
Opened: | 09/02/2023 |
Closed: | 09/02/2023 |
Released: | 27/06/2023 |
Job: | J030461 |
Document Manager; various changes to improve interface with regards File Categories
Various changes to the Document Manager Files page have been made to improve the interface with regards File Categories.
- File Category Pane
- The File Category Pane shows a list of:
- "[All]" to show all Files.
- "[None]" to show Files with no Category.
- Standard File Categories for the Account, Client etc as defined on the respective System Information List.
- Any other Categories used by the Account, Client etc.
- To show the list of File Categories, click the "Show/ Hide Categories Pane" button below the grid.
- Click on one of the Categories to filter by that Category
- File Drag/ Drop
- If you drag and drop a File on to the grid whilst a File Category is selected, the File is added to that Category.
- Updated button icons for File Add and Delete actions below the grid.
- "Open Root folder" button
- Now "Open Folder"
- If a File Category is selected the Folder opened is for that Category, i.e. sub-folder.