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Configuration - Create a Covenant Publishing Template

Updated

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

Note: Only administrators can manage publishing templates.

 

Navigate to the Account Administration
  1. Log in to your Fairways Debt account and select a customer account, if relevant.
  2. Navigate to Applications Applications.png > Account Administration, then select Account Publishing Templates below Account section.

 

Create a Covenant Publishing Template
  1. Click Add Publishing Template.

Add_Publishing_TemplateEN.png

  1. Enter a name for the publishing template.

Note: Fields marked with an asterisk * are mandatory.

  1. Click Apply to create the publishing template.

AddPublishTemplateName_EN.png

The new publishing template displays in a built-in text editor mode.

  1. Add content to the template:
    • Enter the relevant details in the template.
    • Select the relevant fields on the left pane to add dynamic items.
    • Use the options on the right pane to format the content.
    • Use the options on the ribbon to customize the template layout.

CovenantDocumentTemplate_EN.png

  1. Click Export as DOCX to download the document generated from the template.
  2. Click Save Changes to save the changes and close the text editor mode.
Example of a Covenant Publishing Template

ExampleCovenantTemplate_EN.png

Example of a Covenant Document generated from the Template

ExampleCovenantDocument_EN.png

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