New Feature when Running Single Fund Statements from Fund Module for on-premises Customers

What is this window that comes up when running a single fund statement?
The window that comes up when running a single fund statement from the fund module, is actually the Create Individual Documents in Word from a Mail Merge process which can also be accessed in Reports > Create Individual Word Documents.

Create Individual Documents in Word from a Mail Merge process

This feature was released in FIMS 14.73, see page 5 of the 14.73 Release Notes:

NOTE: To simply display a single fund statement, do not choose any options under destination or file type and just click Auto Launch Only.

If you want to run the features in this new window on that single fund statement, here are the options and what each option does:

Destination:
Choose the location to which to create each individual document. The built in macro that you choose here in the list will run and will save an individual document to a fund or profile or in the case of fund statements to the eadvisor\statements folder if chosen.
Create Individual Documents in Word from a Mail Merge process

To the right of each destination, you will see the name of the macro that is being run. These same macros can be run in Microsoft Word as well.

File Type:
You can choose to create an individual Word or PDF document. Each individual Word or PDF document will be saved in the location that you choose under Destination.

Report options:
• Auto Launch Only – For the On-Premises user, this auto-launches the Merge Document but doesn’t create individual documents in a destination, it only auto-launches the Merge Document. From there you can manually run macros in Word if you wish .
• Auto Launch and Create – For the On-Premises user, this auto-launches the Merge Document and creates individual documents to the destination that you choose