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, e.g. https://login.financeactive.com/login.
  2. Select an account.
  3. Navigate to Administration > Publishing Templates.


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


  1. Add and design:
    • Fixed contents.


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

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


  1. Click Preview to display a sample template.


The preview displays a template with sample data.


  1. Click OK to save the template.


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