Edit a Guarantee/Amendment/Release/Extend or Pay Request

Prerequisites
  1. Contact your Finance Active consultant to enable your access to the Guarantor Portal module
  2. Create a Guarantee
  3. Submit a Guarantee Request to a Guarantor
Important:
You must be granted the right to manage requests to be able to:
  • edit the characteristics of the request 
  • perform some specifics actions (such as edit the due date)
  • add, edit or delete documents
  • add comments
  • cancel the request
Some data on the request can only be edited when you have been assigned the request by the guarantor as an action is expected to update this request.

 

Navigate to the Guarantees
  1. Log in to your Fairways Guarantees account.
  2. Navigate to Guarantees.
  3. Open the relevant guarantee.

 

Edit a Guarantee/Amendment/Release/Extend or Pay Request
  1. From the list of the pending requests or the list in the Guarantor Communication section, click a reference number to view the details of the corresponding request.
  2. You can then perform the following actions:

Section

Description

Characteristics section

This section presents the main elements of the request.

A description may be added to provide the guarantor with some specific information.

Note: A description including a long character string without spaces may not be fully displayed.

Edit the data on the Characteristics section.

To do so:

  1. Click the pencil icon.
  2. Edit the data on the accessible fields. The latter are underlined.
  3. Click Save.

Documents section

This section includes all the documents linked to the request and available for both the internal parties and the guarantor.

Attach documents to the request on the Documents section.

To do so:

  1. Click Add document.
  2. Specify the fields on the popup window as follows:
    • Label: enter a label for the document
    • Type: select the type of document
    • Visibility: select the document visibility. The shared documents are visible by the guarantor whereas the internal documents are only visible by the internal parties.
    • Description: enter a description for the document
  3. Browse a path to upload a file or drag-and-drop a file in the dedicated area.

    Note: The file size must not exceed 10 MB.

  4. When the uploaded document is in DOCX format, you can select the Collaborative option if you wish to allow all parties to update the content.
  5. Click Add.

Note: A new shared document is instantly available to the guarantor.

Download all the documents on the Documents section in a ZIP file by clicking on Download all.

Click a document in the list on the Documents section to get further information on a dedicated window. You can then:

  • get a preview of the document (except for documents in DOCX format)
  • view and edit the main characteristics. The updates can be tracked on the History panel.
  • when the collaborative mode has been enabled for a document in DOCX format, get a preview and update the content in a built-in text editor mode. It will then be possible to convert to PDF the updated version.

    Note: The document must be locked in the text editor before performing changes.

  • download the document

Submit a PDF document shared by the guarantor for electronic signature on the Documents section.

To do so:

  1. Click the signature icon on the line of the document in PDF format shared by the guarantor.
    Note: The signature icon is only displayed when:
    • the document is in PDF format
    • the document has not been sent for electronic signature yet
    • the document has a shared visibility
  2. Specify the fields on the popup window as follows:
    • Signing Order Subject: enter a signing order email subject
    • Signer Email: enter the email address of the document's signer
    • Signer Name: enter the email address of the document's signer
  3. If necessary, click Add new signer to enter another recipient of the signing order.
  4. Click Send.

The document signing order is then sent to the signer by the electronic signature partner. The signer receives the email and then electronically sign via this partner.

You can track the signature status of a document in the list. It can be either:

  • Pending: the document has been sent to the recipient(s) but not yet signed. The signature icon on the line of the document is no longer displayed.
  • Signed: the document has been signed by all the recipients. It cannot be submitted again for electronic signature.
  • Rejected: at least one recipient has declined to sign the document

The status is updated automatically on a daily basis at 12 PM and 10 PM (GMT+1).

Important:

Any document on this section can be downloaded.

Any document shared by the guarantor cannot be deleted (whether this document is in collaborative mode or not).

Any internal document can be deleted. The content of a collaborative internal document can be edited but only the characteristics of the non-collaborative internal document can be edited.

Any internal document can be shared.

You cannot delete or edit the characteristics of a non-collaborative document you added and shared to the guarantor once the expected actions were performed and you reassigned the request to the guarantor.

You can edit the content or delete a collaborative document you added and shared to the guarantor at anytime.

Comments icon

View and write internal and/or external comments related to the request in a thread.

The external comments are visible by the guarantor whereas the internal comments are only visible by the internal parties which are allowed to access the request.

History icon

Track the actions performed on the request.

Actions icon

Perform specific actions on the request's characteristics.

You can specify a new due date on a dedicated window when you have been assigned the request by the guarantor. An action is thus expected to update the status on this request.

Status area

View the current status of the request.

Perform specific actions to update the status when needed (e.g. send the request to the guarantor, provide instructions or confirm the request).

For further information, see Status of the Guarantee/Amendment or Release Request Submitted to the Guarantor and Status of the Extend or Pay Request Received from the Guarantor.

Cancel the request, if needed.

Track the statuses reached by the request from its creation. Each update is timestamped.

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