Attach a Document

Fairways Fx enables you to store documents, by attaching them to the item they relate to, e.g. transactions, companies or banks.

 

Log In to Fairways Fx
  1. Log in to your Fairways Fx account, e.g. https://login.financeactive.com/login.
  2. Select an account.

FairwaysFx_EN.png

 

Attach a Document
  1. Open the relevant item, e.g. a transaction.
  2. Click Actions > Documents > Attach Document.

Transaction.png

  1. Click Upload to browse and add the document.

Note: Supported formats are: BMP, DOC, JPEG, JPG, GIF, MSG, PDF, PNG, PPT, TXT, XLS, XML, ZIP.

  1. Click OK to upload the document.

Document_Attach.png

The document is attached to the transaction and displays in the Attached Documents section.

Portfolio_Transaction_EN.png

 

Related Documentation

 

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