Documents; Client Letter added which is similar to Client Advice but is a "Word Document" rather than "Word VBA"

A new "Client Letter" document is supplied with finPOWER Connect. This is similar to the existing "Client Advice" but is a "Word Document" rather than a "Word VBA".

What this means is:

• There is no longer any requirement for Microsoft Office to be installed on the PC publishing this document.
• A PDF file is created instead of a Word file.

To set up a "Client Letter" Document in finPOWER Connect:

• From the Admin menu, select Documents.
• Select the "Import" action.
• Locate the /Templates/Client_Letter.xml
• Save the new Document record.

NOTE: This is a sample Document only.

When printing Standalone (e.g., from the Report Explorer), "Word Document" type Documents can set a special return value of "BulkDocumentFileName" which, if set, will cause the Document Execute wizard to prompt the User to open the generated bulk document.

When run, the New Company wizard will add a "CL" Document.