finPOWER Connect Document Manager Add-On
Doing battle in the Paper War just got easier.
The finPOWER Connect Document Manager Add On allows electronic documents and files to be displayed in either the Client, Account or Security Statement screens. Possible uses will include storing scanned images of Drivers Licenses, Pay Slips and Bank Statements on the Client File, signed Contracts and Direct Debit forms on the Loan File and even photographs of collateral items in the Security Statement File.
Any outward bound documents generated from within finPOWER Connect can also have an electronic copy of them saved in the relevant file for easy retrieval and regeneration.
Files can be accessed by a simple click of the mouse, either previewing the file or opening the document itself.