NEW3.03.00 · Released 1 May 2020
High Importance
Breaking Change
NEWfinPOWER Connect
Released in
3.03.00
1 May 2020
  1. Opened8 Apr
  2. Closed16 Apr
  3. Released1 May
Article 16898 Job J024072

Electronic Signatures; Service settings moved from Global Settings to Cost Centres

Electronic Signature configuration has been moved from Global Settings to Cost Centres. This allows documents and costs to be tracked by Branch/ Cost Centre.

This includes all current Electronic Signature Services:

  • Adobe Sign
  • Docusign
  • Secured Signing

WARNING: This change is flagged as a breaking change because a change must be made in Document script code to handle Cost Centres. If not implemented the "Global" Cost Centre will always be used.

Documents need to specify the Branch, otherwise they will fall back to the "Global" Cost Centre. The following line must be added into code:

.BranchPk = di.Account.BranchPk

For example code see the Document Templates listed below.

The following Document Templates have been updated:

  • Loan Contract (Fixed Term)
    • Loan_Contract_NZCCCFA.xml
    • Version: 1.10 (9/04/2020)
  • Loan Declaration of Purpose (NZ CCCFA)
    • Loan_DeclarationOfPurpose_NZCCCFA.xml
    • Version: 1.05 (9/04/2020)
  • Loan Contract (Revolving Credit)
    • Loan_Contract_NZCCCFA_RC.xml
    • Version: 1.08 (16/04/2020)
  • Loan Contract AU
    • Loan_Contract_AU.xml
      • Version 1.02 (9/04/2020)