Contact your Finance Active consultant to enable your access to the Guarantor Portal module.
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
Navigate to the Guarantees
- Log in to your Fairways Guarantees account.
- Navigate to Guarantees.
- Open the relevant guarantee.
Edit a Guarantee/Amendment/Release/Extend or Pay Request
- 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.
- You can then perform the following actions:
This section presents the main elements of the request.
Edit the data on the Characteristics section. To do so:
A description is required to provide the guarantor with some specific information.
Note: A description including a long character string without spaces may not be fully displayed.
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:
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:
Submit a PDF document (either internal or shared by the guarantor) for electronic signature on the Documents section. To do so:
The document signing order is then sent to the signer by the electronic signature partner. The signer receives the email and then electronically signs via this partner.
You can track the signature status of a document in the list. It can be either:
The status is updated automatically on a daily basis at 12 PM and 10 PM (GMT+1).
Any document on this section can be downloaded (except for collaborative documents in SFDT format and documents tagged as infected or in error by the antivirus analysis).
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.
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.
A red badge displays if there is at least one new unread comment.
Track the actions performed on the request.
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.
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).
Cancel the request, if needed.
Track the statuses reached by the request from its creation. Each update is timestamped.