When saving electronic documents through the use of macros to profile and fund folders, you can specify particular subfolders within your profile or fund folders for particular types of documents. For example:
  • Your current fund folders are directed to C:\Fund Documents\{Fund ID}.  Ex. C:\Fund Documents\Bass__
  • You want to have your fund statements saved in C:\Fund Documents\Bass__\Statements in order to further organize your fund folder.
Typical Fund Statement macro coding:
  • path= «FundsExploreDir» ;path2= «ProfileExploreDir» ;statementdescr= «Statement_Description» ;baseperiod= «Base_Period» ;baseyear= «Base_Year» ;fundid= «FundID» ;repid= «FundRepIdcode» ;
This code pulls various fields from your FIMS export in order to determine where to save the fund statement. If we were using the SaveFundStatementsFundID macro in Microsoft Word, the macro will look at the  path= «FundsExploreDir»  variable. Simply adding in "\Statements" (without quotes) right after the merge field will hard code each statement's path to use the fund folder location from FIMS, but will create a Statements folder within each fund folder.
  • path= «FundsExploreDir»\Statements ;path2= «ProfileExploreDir» ;statementdescr= «Statement_Description» ;baseperiod= «Base_Period» ;baseyear= «Base_Year» ;fundid= «FundID» ;repid= «FundRepIdcode» ;
Please contact FIMS Support for further assistance.