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.