Add an E-Document to a Guarantee

Fairways Guarantees enables you to attach e-documents to guarantees.

 

Prerequisite

 

Open a Guarantee Profile
  1. Log in to your Fairways Guarantees account, e.g. https://koesio.financeactive.com/login.
  2. Navigate to Guarantees.
  3. Click the guarantee to add e-documents.

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Add an E-Document to a Guarantee
  1. Click:
    1. Actions > Additions > Add E-Document.
    2. Add in the E-Documents section.

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  1. Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field

Description

Document Type

Category of the document.

Document

Document to add.

Comments

Additional details about the document.

Users to Notify

Users to receive the email notification about the document attachment.

  1. Click Add Document.

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The document is attached to the guarantee.

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