The Documents application of Fairways Debt stores all your documents. You can then search, filter and sort your documents in this application.
Prerequisites
- Contact your Finance Active consultant to enable the Documents application.
- Create a Document Type.
- Either Upload a Document or Add a URL to a Document or Upload a Document Using API.
Access a Document
- Log in to your Fairways Debt account and select a customer account.
- Navigate to Applications
> Documents.
- On the upper-left part of the screen, use the available filters, search area and sort options:
- Specify the relevant filters:
- Document Type
- Document Source
- Transaction Maturity
Note: The transaction maturity filter is displayed when "Transaction (Debt & Derivatives)" is selected as the document source.
- Use the search area to specify a document name
- Sort documents according to specific criteria (creation date,...)
- Specify the relevant filters:
- On the upper-right part of the screen, select additional options, if needed:
- Click either the thumbnail icon or the list icon to display the results accordingly
- Click the gear icon to select the relevant metadata
- In the lower part of the screen, click on the name of the document to download it or access its external storage.