Generate a Document from a Guarantee

Document templates in Fairways Guarantees enable you to customize the layout and content of your documents related to guarantees. You can generate these documents via the guarantee profiles.

 

Prerequisite

 

Navigate to Guarantees
  1. Log in to Fairways Guarantees, i.e. https://koesio.financeactive.com/login.
  2. Navigate to Guarantees.
  3. Click the relevant guarantee to open its profile.

Guarantee_EN.png

 

Generate a Document from a Guarantee
  1. Click Actions > Documents > Generate Document.

Guarantee_Action_EN.png

  1. Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field

Description

Document Template

Template used for generating the document.

Export Format

Format of the generated document.

Title

Title of the generated document file.

Note: The title updates depending on the document template selected. You can still edit the default title.

Document Type

Category of the document.
  1. Click Generate Document.

Guarantee_Document_Generate_EN.png

The document displays in the selected format...

Guarantee_Document_Generated_EN.png

... and in the E-Documents section of the guarantee.

Guarantee_EDocument_EN.png

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