Article Details
Id: | 14824 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 3.00.08 |
Opened: | 09/08/2017 |
Closed: | 09/08/2017 |
Released: | 21/09/2017 |
Job: | J019447 |
Documents; "Loan Thank You" document has been updated to a "Word Document" file type
The "Loan Thank You" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.
What this means is:
- "Loan_ThankYou.dot" Word VBA Document has been removed from the installation of finPOWER Connect.
- The following files are now supplied:
- "Loan_ThankYou.docx"
- "Loan_ThankYou.xml"
- There is no longer any requirement for Microsoft Word to be installed on the PC publishing this document.
- By default a PDF file is created instead of a Word file.
To set up the Document in finPOWER Connect:
- From the Admin menu, select Documents.
- Click the "Import" action.
- Locate and import the "Loan_ThankYou.xml" file in the Templates folder.
- Save the new Document record.
- Update your Account Type(s) to use this new Document.
Of course, as with any sample document, you must ensure it is fit for your purpose before using.