Article Details
Id:20209
Product:finPOWER Connect
Type:NEW
Version:4.00.02
Opened:06/04/2023
Closed:26/04/2023
Released:27/06/2023
Job: J030877

Documents; add "File Category" for Document Manager

A new "File Category" setting has been added to Documents, Options page under "Preferences to be used by Document Script".

This can be used by scripts to save the Document to the Category specified, e.g. so Statements appear in the "Statement" Category.

It is valid for "Word Document" and "Excel WorkBook" File Types, but must be implemented in the Document script. See other articles for information on Documents that have been updated to use this new feature.

To implement this change in a script you should start using AddWordDocumentAsPdfFile or AddWordDocumentsAsPdfFile as described in KB Article 20176.

For example:

Account.DocumentFiles.AddWordDocumentsAsPdfFile(WordDocuments, mDocument.FileCategory, mDocument.FileName, DocumentFile)