Document Form, Document, Overview

Document Form, Document, Overview

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To open the Documents form, from the Admin menu, click Documents.

There are various types of Documents that can be used; select the most appropriate type for the task required.

Word VBA
Excel VBA
Email
SMS
Script
Log
HTML
Word Document
Excel Workbook

Word VBA and Excel VBA are currently not supported in finPOWER Connect Cloud and there are no plans to add these. Additionally, these types of documents are likely to be removed from finPOWER Connect in the future.

The recommendation is to use Word documents, or Excel Workbooks as they do not rely on Microsoft Word being installed on the User's PC in order to run.

Although these Documents are referred to as "Word Documents", in actual fact the MS Word Document is just the base (or intermediate) format and all of the supplied Documents actually produce PDF files.