NEW4.00.02 · Released 27 June 2023

NEWfinPOWER Connect

Released in

4.00.02

27 June 2023

1. Opened12 Apr
2. Closed12 Apr
3. Released27 Jun

Article 20177 Job J030897

Document Manager; new function to save an Excel Workbook

A new function has been added to finDocumentFiles to save an Excel Workbook to the Document Manager.

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

The new function is:

• AddExcelWorkbook

They are found in finDocumentFiles, under finAccount, finClients etc as DocumentFiles. For example, finAccount.DocumentFiles.AddExcelWorkBook().

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 Excel file.