finPOWER Connect; Files page enhancements (beta)

The Files page shown in various forms has been enhanced. This applies to the Accounts, Account Applications, Account Archives, Clients, Security Statements and Security Items forms when licensed for the Document Managers Add-On.

This option is currently in beta, so must be turned on via Tools, Global Settings, Document Manager group, General page "Use new 'Files' page in the User Interface (beta)?".

The following changes have been made:

1. Files found in the record's folder, and one level of sub-folder are included. In addition, files in the "(Bulk)" folder referenced in a log are also included. Other Log files are now no longer included.
2. A new column "Category" has been added. This reflects the sub-folder the file is stored in. Note, this can be used to group files.
3. A file's "Read Only" setting is shown and can be updated from the grid.
4. A file's Created Date/Time, Modified Date/Time and Size are shown in the grid.
5. File meta-data is now edited via a drilldown and saved as part of this process.

Note, the new Files page is NOT compatible with the finPOWER 5 compatible folder structure. If you still use this option, please contact your Intersoft Dealer for more information, including a script to update the folder structure.