Article Details
Id:17759
Product:finPOWER Connect
Type:NEW
Version:3.03.05
Opened:31/08/2020
Closed:20/01/2021
Released:25/02/2021
Job: J024938
High Importance

HTML Widgets; Document Create wizard added

A new Document Create wizard HTML Widget has been added.

This can be configured under the finPOWER Connect Cloud Configuration form, Forms & Actions, Process page and is used for the "Send Document" action on records such as Clients and Accounts.

NOTE: By default, this Widget will display all available Documents and will ignore the flag on the Web page of the Documents form which, by default, excludes Documents from being used in finPOWER Connect Cloud.