The Publish Documents feature is used to produce letters, custom reports, e-mails or SMS for such things as Overdue Reminders or Thank You letters when an Account has completed.
finPOWER Connect allows you to publish all Documents which have Document Logs dated before the date selected in one process.
Publish Documents is used to automate any letter, form, e-mail or SMS that you need to record and publish from within finPOWER Connect, including: