Associate a Publishing Template to Transaction Types

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

Associate the template to transaction types so users are able to generate the documents within relevant transactions.

Note: Only administrators can manage publishing templates. Account administrators can manage global and local templates at account and organization levels, whereas organization administrators can only manage local templates at organization level.

 

Prerequisites

 

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

 

Associate a Publishing Template to Transaction Types
  1. Navigate to Account > Account Configuration > Publishing Templates.
  2. Click Associate beside the relevant template.

Account_Configuration_EN.png

  1. Select the transaction type(s) to associate with.
  2. Click Apply to confirm.

PublishingTemplate_Associate_EN.png

The publishing template is now available for generation for the transaction type(s) associated.

 

 

What's Next?
Related Documentation
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