The letters that are printed or 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 from within finPOWER Connect, including:
- Overdue Letters
- Contracts
- Statements
- New Account Letters
- Thank you Letters
- Marketing Letters
- Custom Reports
Once the documents required 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.
Documents that have been "Allowed" to be Shown in the Report Explorer, will show here for you to:
- Publish or
- Add to a Queue for future use.
Run Unlisted
There is a button found under the list of Documents available, that can be clicked on called 'Run Unlisted' 
.
This button allows you to select other documents (for the Type, e.g. Account), that are not listed. However, if the Document does not have the 'Allow Standalone running of the Document' ticked, (found on Admin, Documents, Options page), then you will not be able to Publish the document.