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.