Document File Type

File Type

From the dropdown menu select HTML to be used for this document.

Document File Type of HTML. This type of document has been added primarily for external applications, e.g. Web applications to use. A 'View as PDF' checkbox alongside the 'File Type' will display when the 'File Type' is set to HTML. The Account, Client and User Log forms will display 'HTML' and 'PDF' buttons on the Document page where necessary. The 'HTML' button will be disabled if the Document is configured to 'View as PDF'.
When publishing HTML type Documents, the Script can opt to store the HTML directly in the Log (as opposed to a file that the log then links to). Logs containing Document HTML will be displayed on the Files page of the relevant for (Accounts, Clients, Task Manager). A button on the Audit page of the associated Log forms also allows you to view the HTML stored with the Log.

Script Language and Timeout

Language

Select the Script Language to run to handle Document events.

Timeout

Enter the number of seconds before finPOWER Connect times out. If no response is received during this period finPOWER Connect will return an error message.

Allow Script to create and use Reports and Queries?

If ticked the Script will have access to the finReports library, e.g. the Script can create and run a query such as the Account List and produce a document based on the results.

Template Document

Enter the body of the document here, using Smart Tags where necessary. Use the following buttons to enhance the text where necessary.

Right-click in the Template to use Smart-Tags, e.g. [Account.AccountId] will be replaced with the Account Code.

Button Strip

Icon	Definition
	To "Undo" the last action.
	To "Redo" the last action.
	To make "Bold" any part of the text selected.
	To put the selection of text into "Italics".
	To "Underline" selection of text.
	Select to use "Bullet Points".
	Select to use "Numbers".
	Select to insert a "Hyperlink".

HTML

Click on this tab to view the document as it will look.

Source

Click on this tab to view the coding behind the document.

Document Form, Document, HTML Type