Article Details
Id: | 21673 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 4.01.02 |
Opened: | 17/06/2024 |
Closed: | 11/07/2024 |
Released: | 12/09/2024 |
Job: | J033722 |
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Processes view; Bulk Files tab added to add viewing and downloading of "bulk" Document Manager files
A new "Bulk Files" tab is available on the Processes view.
By default, this will show all files in the "bulk" Document Manager folders that were created within the past 30 days. A button below the grid allows this period to be selected.
This tab will only appear if:
- Document Manager is available
The following permission key has been added:
- Cloud.DocumentManager.BulkFiles.Open (denied by default)
Bulk folders are when Documents that target multiple Clients, Accounts etc are saved. These are generally created via the Reporting, Documents tab. When a Document is published, it will generally appear in the "Downloads" tab. This is a temporary copy of the bulk Document and NOT the Document Manager version.