Security Statements Form, Files
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You must be licenced for the Document Manager Add-On to use the functionality described below.

You might scan and store documents electronically; these scanned documents should be located in a separate folder for each Security Statement. finPOWER Connect will then display a list of these documents and allow you to click on the Drill Down Button "Drilldown" icon open them.

Security Statements Form, Files Page
Add a file to the grid by clicking on the Add Item Button button or by dragging and dropping a file from Windows Explorer or an Email from Microsoft Outlook.

Documents and Files

ColumnDescription
Drill Down Button
Click the drilldown to view the file.
Log
Click to view the "Source Log".
CategoryDisplays the Category.
CreatedDisplays the Created Date and Time.
File NameDisplays the File name and extension.
File SizeDisplays the size of the File.
ModifiedDisplays the Date and Time of when the file was modified.
Checkbox ticked
Read Only
Displays the box as ticked when the file has been set to Read Only, and unticked when not Read Only.

Button Strip

IconDescription
Add Item Button
Add a file
Row Delete Button
Remove the selected rows
File Read Only
Open the Security Statement folder or create if applicable
File Read Write
Open the Security Statement folder or create if applicable
FileOpen
Open the Security Statement folder or create if applicable
PreviewPane
To show/hide the preview pane window
File Preview
To show/hide a preview of the file
Save Default Button
Save defaults for this grid