Apply a Publishing Template to Entities, Banks and Transactions

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
  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.

Administration_EN.png

Apply a Template to Entities, Banks and Transaction Types
  1. Click Apply FairwaysFx_Apply.png beside the relevant template.

Administration_PublishingTemplates_2_EN.png

  1. Select the transaction types, and companies or banks, that use this template.
  2. Click OK.

PublishingTemplate_Apply_EN.png

In this example, the template applies to trade confirmations of NDFs involving the Andromeda company.

PublishingTemplate_Applied_EN.png

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