| You must be licenced for the Document Manager Add-On to use the functionality described below. |
Instead of storing filing cabinets of paper documents you might scan and store these electronically. These scanned documents should be located in a separate folder for each Security Item. finPOWER Connect will then display a list of these documents and allow you to double-click on them to quickly open them.
- Add a Log to the grid by clicking on the
button or by dragging and dropping a file from Windows Explorer or an EMail from Microsoft Outlook.
- Right mouse-click on the grid to show additional columns that can be added.
| Column | Description |
|---|
| |
| File Name | Displays the File name and extension. |
| Source | Displays the source of the file. |
| Source Date | Displays the date the file was created. |
| Title | Display the Title of the file if applicable. |
| Icon | Description |
|---|
| Add a file |
| Remove the selected rows |
| To show/hide the preview pane window |
| To display a preview of the file |
| Save defaults for this grid |
