NEW4.00.02 · Released 27 June 2023
NEWfinPOWER Connect
Released in
4.00.02
27 June 2023
  1. Opened6 Apr
  2. Closed12 Apr
  3. Released27 Jun
Article 20176 Job J030876

Document Manager; new function to save Word Documents

New functions have been added to finDocumentFiles to save a Word Document or Documents to the Document Manager.

NOTE: This replaces various finDocumentManagerFunctions functions such as SaveWordDocumentsToDocumentManagerPdfAccount and should be used in place of those. The new functions are future proofed and support, for example, File Category.

The new functions are:

  • AddWordDocumentAsPdfFile()
  • AddWordDocumentsAsPdfFile()

They are found in finDocumentFiles, under finAccount, finClients etc as DocumentFiles. For example, finAccount.DocumentFiles.AddWordDocumentAsPdfFile.

The functions include the following parameters:

  • destFileCategory
    • The destination File's Category.
  • destFileName
    • The destination File Name.
  • newDocumentFile
    • If successful, the Document File that was added.
  • addDateTimeToDestFileName
    • If True, the Date and Time is added to the Destination File Name.
  • makeDestFileNameUnique
    • If True, the Destination File Name will be made unique by adding a Number suffix.
  • openPassword
    • Optional password to open the PDF file.
  • ownerPassword
    • Optional password to open the PDF file with full Permissions.
  • securityPermissions
    • Optional permissions to apply to the PDF file.