Create a Document Type

The Documents module of Fairways Debt stores all your documents. Document types enable you to organize your documents.

Note: Only administrators can manage document types.

 

Prerequisite

Contact your Finance Active consultant to:

 

Navigate to the Account Administration
  1. Log in to your Fairways Debt account, e.g. https://login.financeactive.eu/, and select a customer account/organization, if relevant.
  2. Navigate to Applications Applications.png > Account Administration.

Dashboard_EN.png

 

Create a Document Type
  1. Navigate to Administration > Documents Module > Document Types.
  2. Click Add Type.

DocumentsModule_EN.png

  1. Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field

Description

Code

Code referencing the document type.

Name

Name of the document type.

Color

Color of the document type.

Global

  1. Enable to make that document type available for all organizations of the account.
  2. Disable to make that document type available only for this organization.

Notify

  1. Enable to automatically notify all users of the organization when an event associated with that document occurs.
  2. Disable to not notify users by default.

Note: Users can still manually enable/disable default notifications in their user profiles.

Associated with

Object(s) the document type applies to.

Note: Leave this field blank to apply the document type to all objects.

  1. Click Apply.

DocumentType_Create_EN.png

The new document type is created.

DocumentType_Created_EN.png

 

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