Documents are used to automate Letters, Forms or Custom Reports that are required to record and publish. These include:

• New Account Letters
• Contracts
• Statements
• Marketing Letters
• Thank you Letters
• Overdue Letters
• Custom Reports

Standard document examples are included with finPOWER Connect, and should be customised and expanded as required. Not all of these letters need to be used and more can be added as required.
Once the documents have been defined, you are able to generate the production of them based on a series of rules, print adhoc letters or forms as required, and run Custom Reports.