In Fairways Debt, you can provide an external link redirecting to a file or a folder on an external storage -such as a Microsoft SharePoint site- when uploading documents to the portfolio’s transactions but also on the account administration settings.
In the same way as for uploaded files, the links are stored into the Documents application and they can also be uploaded or updated using API.
Prerequisites
- Contact your Finance Active consultant to enable the Documents application.
- Create a Document Type.
Add a URL to a Document on a Transaction
- Once logged in to your Fairways Debt account, open the relevant transaction (navigate to Applications
> Debt & Derivatives > Portfolio).
- Click the Documents icon.
- Click Add URL to file.
- Specify the relevant details on the popup window.
Note: Fields marked with an asterisk * are mandatory.
|
Field |
Description |
|---|---|
|
Document Type |
Select the document category in the Documents application. |
|
Name |
Specify the document name. Note: The name must not exceed 100 characters including the file extension. |
|
URL |
Specify the URL redirecting to the file or folder on an external storage. Note: The URL must start with "https://". |
|
Comment |
Enter a comment, if relevant. Note: The comment must not exceed 250 characters. |
- Click Apply.
The external link to the document is then added in the Documents section on the transaction and into the Documents application.
Add a URL to a Document on the Account Administration Settings
- Once logged in to your Fairways Debt account, open the relevant account administration settings (navigate to Applications
- From the Documents section, click Add URL to file.
- Specify the relevant details on the popup window.
Note: Fields marked with an asterisk * are mandatory.
|
Field |
Description |
|---|---|
|
Document Type |
Select the document category in the Documents application. |
|
Name |
Specify the document name. Note: The name must not exceed 100 characters including the file extension. |
|
URL |
Specify the URL redirecting to the file or folder on an external storage. Note: The URL must start with "https://". |
|
Comment |
Enter a comment, if relevant. Note: The comment must not exceed 250 characters. |
- Click Apply.
The external link to the document is then added into the Documents section and into the Documents application.