NEW4.00.02 · Released 27 June 2023

NEWfinPOWER Connect

Released in

4.00.02

27 June 2023

1. Opened5 Apr
2. Closed5 Apr
3. Released27 Jun

Article 20161 Job J030863

Document Manager; added ability to move File Categories

On forms such as the Client and Account form, the Files page displays Files associated with the item. This includes a File "Category".

There is now an option to move selected Files to another Category.

To use, select one or more Files you wish to move then click the "Move selected Files to another Category" button. A dialog box will then appear allowing you to select the new Category.

Note, the same Permission Keys used in renaming Files are also used.