Upload a Document

In Fairways Debt, you can add documents by uploading the corresponding files to the portfolio’s transactions but also to the account administration settings.

Each time a document is uploaded, a link to that document is stored into the Documents application. The document can also be uploaded or updated using API.

Prerequisites
  1. Contact your Finance Active consultant to enable the Documents application.
  2. Create a Document Type.

 

Upload a Document to a Transaction
  1. Once logged in to your Fairways Debt account, open the relevant transaction (navigate to Applications Applications.png > Debt & Derivatives > Portfolio).
  2. Click the Documents icon.
  3. Click Drop file here or click to upload to browse a path to upload the file. You can also drag-and-drop the file directly on this button.
  4. Specify the relevant details on the popup window.

Note: Fields marked with an asterisk * are mandatory.

Field

Description

Document Type

Select the document category in the Documents application.

Name

Specify the document name.

Comment

Enter a comment, if relevant.

  1. Click Apply.

DocUpload_Transaction_EN.png

The document is then added in the Documents section on the transaction and into the Documents application.

DocUploadResult_Transaction_EN.png

An antivirus analysis is performed on each new document during the upload. The antivirus status displays the results of this analysis. The statuses which can be displayed following this analysis are as follows:

  • Clean: The uploaded file has successfully passed the antivirus analysis. It can then be downloaded.
  • Error: An error occurred while running the antivirus analysis. The file cannot be downloaded.
  • Infected: The uploaded file has been rejected by the antivirus analysis: a potential risk has been detected. The file cannot be downloaded.
  • In progress: The uploaded file is being analyzed by the antivirus. The file cannot be downloaded. This status may be displayed in the case of a large file. It may then be necessary to refresh the page to get the result.
  • Not submitted: The file was uploaded when the antivirus analysis was disabled. Therefore, the file was not processed by this analysis. The file can be downloaded.
  • Analysis failed: An error occurred while running the antivirus analysis. The file cannot be downloaded.

Only documents with "Clean", "Not submitted" or "Unknown" antivirus status can be downloaded on this section and into the Documents application.

The "Unknown" antivirus status is assigned to the files uploaded before using the antivirus analysis. Therefore, these files were not processed by the analysis and they can be downloaded.

Upload a Document to the Account Administration Settings
  1. Once logged in to your Fairways Debt account, open the relevant account administration settings (navigate to Applications Applications.png > Account Administration, then select either Organisation Entities, or Contacts, or Assets or Third Parties).
  2. From the Documents section, click Drop file here or click to upload to browse a path to upload the file. You can also drag-and-drop the file directly on this button.
  3. Specify the relevant details on the popup window.

Note: Fields marked with an asterisk * are mandatory.

Field

Description

Document Type

Select the document category in the Documents application.

Name

Specify the document name.

Comment 

Enter a comment, if relevant.

  1. Click Apply.

DocUpload_AccountAdm_EN.png

The document is then added into the Documents section and into the Documents application.

DocUploadResult_AccountAdm_EN.png

An antivirus analysis is performed on each new document during the upload. The antivirus status displays the results of this analysis. The statuses which can be displayed following this analysis are as follows:

  • Clean: The uploaded file has successfully passed the antivirus analysis. It can then be downloaded.
  • Error: An error occurred while running the antivirus analysis. The file cannot be downloaded.
  • Infected: The uploaded file has been rejected by the antivirus analysis: a potential risk has been detected. The file cannot be downloaded.
  • In progress: The uploaded file is being analyzed by the antivirus. The file cannot be downloaded. This status may be displayed in the case of a large file. It may then be necessary to refresh the page to get the result.
  • Not submitted: The file was uploaded when the antivirus analysis was disabled. Therefore, the file was not processed by this analysis. The file can be downloaded.
  • Analysis failed: An error occurred while running the antivirus analysis. The file cannot be downloaded.

Only documents with "Clean", "Not submitted" or "Unknown" antivirus status can be downloaded on this section and into the Documents application.

The "Unknown" antivirus status is assigned to the files uploaded before using the antivirus analysis. Therefore, these files were not processed by the analysis and they can be downloaded.

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