Accounts, Files

You must be licenced for the Document Manager Add-On to use the functionality described below.

Instead of storing filing cabinets full of paper documents, these can be scanned and stored electronically. The scanned documents should be saved in a separate folder for each Account. finPOWER Connect will then display a list of these documents, which can be quickly opened by double-clicking.

The Files page displays a list of all files associated with this Account in a grid with a preview pane below to display the content of the selected file.

Add a file to the grid by clicking on the Add Item Button button or by dragging and dropping a file from Windows Explorer or an Email from Microsoft Outlook.

Archiving an Account

When archiving an Account, files are moved from the "Accounts" parent folder to "AccountArchives" parent folder. The folder name is suffixed with "_#", where # is the primary key of the Archive, ensuring the folder name is unique.

Documents and Files

Column	Description
	Opens the File
File Name	The file name. If the file path is the same as the Document Manager path, only the File Name will show here.
Full File Name	The File name and path. The full path will be displayed here even if it is the same as the Document Manager file path.
File Date	The date the file was created.
File Size	The file size in Bytes.
Source	The source of the file, e.g. a Log might create a document, which is saved as a File.
Source Date	The date the source saved the file.
Title	The Subject of the Log, if the Source of the file is a Log.

Button Strip

Icon	Definition
	Add a new File to the grid
	Delete selected row
	Open the Accounts folder or create if applicable
	To show/hide the preview pane window
	To Show/Hide the File Contents in the Preview Pane below
	Save defaults for this grid