NEW3.01.04 · Released 25 June 2018

NEWfinPOWER Connect

Released in

3.01.04

25 June 2018

1. Opened19 Mar
2. Closed19 Mar
3. Released25 Jun

Article 15321 Job J020420

Documents; "Account Quotation" document has been updated to a "Word Document" file type

The "Account Quotation" Document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA" file type.

What this means is:

• "Account_Quotation.dot" Word VBA Document has been removed from the installation of finPOWER Connect.
• The following files are now supplied:
• "Account_Quotation.docx"
• "Account_Quotation.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 "Account_Quotation.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.

Note, the code for this Document is "AQ".