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
- Log in to your Fairways Fx account, e.g. https://login.financeactive.com/login.
- Select an account.
Attach a Document
- Open the relevant item, e.g. a transaction.
- Click Actions > Documents > Attach Document.
- 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.
- Click OK to upload the document.
The document is attached to the transaction and displays in the Attached Documents section.