Release History
finPOWER Connect 3.00.07
NEW: Pools; new scripting events for use in Save
A new script can be defined to run when a Pool is saved.
NEW: Security Statements; Auditing enhancements
The auditing of Security Statement details has been enhanced to include:
NEW: Auditing; new audit options for Clients
New auditing options for Client Branch and Manager added.
NEW: Word Documents; added new standard Bookmarks
Added new standard Bookmarks for Word Documents as follows:
NEW: Client; Auditing of Individual details enhanced
The auditing of Individual Client details has been enhanced to include:
NEW: Electronic Signatures; added new service for Docusign
A new Electronic Signature service has been added for Docusign.
NEW: NZ Government NZBN Entity Details; new search criteria added to Business Layer
The NZBN Entity Details product for the NZ Government service has new search criteria that can be used from the Business Layer. Note, this search is not currently available in the finPOWER Connect User Interface.
NEW: Workflows; New "HTML Widget" type Workflow Items
A new, "HTML Widget" type Workflow Item has been added.
FIX: Queues; Does not respect option to "Export Report Document"
When running a Queue, the "Export Report Document (using settings defined on Queue items)?" option was not being used correctly.