Edit a Publishing Template

Fairways FX provides you generic templates for confirmation documents. In addition, you can also customize your own documents: the layout and the content.

After creating a publishing template, add and design the template contents to meet your needs.

 

Navigate to Publishing Templates
  1. Log in to your Fairways Fx account.
  2. Select an account.
  3. Navigate to Administration > Publishing Templates.

Administration_EN.png

Edit a Publishing Template
  1. Click Edit FairwaysFx_Edit.png to customize the template.

Administration_PublishingTemplates_EN.png

  1. Add and design:
    • Fixed contents.

PublishingTemplate_Edit_EN.png

    • Dynamic contents: click Select Fields and select the relevant detail.

In this example, the document will display the transaction reference.

PublishingTemplate_Edit_Dynamic_EN.png

  1. Click Preview to display a sample template.

PublishingTemplate_Edit_EN.png

The preview displays a template with sample data.

PublishingTemplate_Preview_EN.png

  1. Click OK to save the template.

PublishingTemplate_Edit_2_EN.png

Related Documentation
Was this article helpful?
0 out of 0 found this helpful