Access Elite

Go to File, Setup Manager, Program Setup/Installation, Mail Merge Application and confirm Microsoft Word is selected.

If the issue persists, please check the below (you may need to contact your IT);

1. Open Elite Practice Management. 
2. Go to File, Setup Manager, Program Setup/Installation, Mail Merge Application and confirm Microsoft Word is selected. 
3. If the issue persists, please check the below (you may need to contact your IT);

Open Microsoft Word: Options, Trust Center.

Disable Macro Settings: Set to Enable all Macros.

- Open Microsoft Word: Options, Trust Center.
- Disable Macro Settings: Set to Enable all Macros.

The Object requested is not available error appears during the mail merge or invoice process: mail merge process: create or edit mail merge.
Invoice process: create new invoice or edit new invoice.

Practice Management: Object requested is not available error when performing mail merge

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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