The letters that are printed and emailed to Clients are derived from information held in the finPOWER Connect database and a template document. You need to define certain information that informs finPOWER Connect how to create documents, to whom to send them and which document to use.

Documents are used to automate any letter, form or custom report that you need to record and publish, including:

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

Standard document examples are included with finPOWER Connect that should be customised and expanded as required.

Once the documents have been defined, you are able to generate the production of them based on a series of rules, or print adhoc letters or forms as required.