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, apply it to specific companies, banks and transaction types, to be able to print confirmations via these entities using that template.
Navigate to Publishing Templates
- Log in to your Fairways Fx account, e.g. https://login.financeactive.com/login.
- Select an account.
- Navigate to Administration > Publishing Templates.
Apply a Template to Entities, Banks and Transaction Types
- Click Apply beside the relevant template.
- Select the transaction types, and companies or banks, that use this template.
- Click OK.
In this example, the template applies to trade confirmations of NDFs involving the Andromeda company.