Generate a Document

In Fairways Debt, you can edit printable PDF documents, e.g. payment invoices and transaction confirmations, using specific custom templates.

 

Prerequisites

 

Navigate to the Debt & Derivatives Application
  1. Log in to your Fairways Debt account, e.g. https://login.financeactive.com/eu.
  2. Select a customer account.
  3. Navigate to Applications Applications.png > Debt & Derivatives.

 

Generate a...
... Transaction or Covenant Document
  1. Open a transaction.
  2. Click to generate a document applied to:
    1. Transactions: Add Add_Blue_White.png > Generate Confirmation
    2. Covenants: Add Add_Blue_White.pngCovenant Template

Transaction_Add_EN.png

The relevant document displays.

DebtDerivatives_PublishingTemplate_Display_EN.png

 

... Payment Document
  1. Open a transaction.
  2. Click Generate Invoice Document_Blue.png beside the relevant payment date.

Transaction_EN.png

  1.  Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field Description
Template Content and design of the document.
Document Type Document category in the Documents module.
File Prefix Document name.
  1. Click Next to continue.

Document_Publish_EN.png

  1. Click Preview to display the document, if relevant.
  2. Enter a comment, if relevant.
  3. Click Publish for All Users to generate the document.

Document_Publish_2_EN.png

The document is now available in the transaction documents...

Transaction_Document_EN.png

... and in the Documents module.

Documents_EN.png

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