Upload a Document from a URL

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 on 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
  1. Contact your Finance Active consultant to enable the Documents application.
  2. Create a Document Type.

 

Upload a Document from a URL on a Transaction
  1. Once logged in to your Fairways Debt account, open the relevant transaction (navigate to Applications Applications.png > Debt & Derivatives > Portfolio).
  2. Click the Documents icon.
  3. Click Upload from external link.
  4. 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.

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.

  1. Click Apply.
    The document is then added as an external link in the Documents section on the transaction and into the Documents application.

DocUploadURL_Transaction_EN.png

Upload a Document from a URL on the Account Administration Settings
  1. Once logged in to your Fairways Debt account, open the relevant account administration settings (navigate to Applications Applications.png > Account Administration, then select either Organisation Entities, or Contacts, or Assets or Third Parties).
  2. From the Documents section, click Upload from external link.
  3. 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.

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.

  1. Click Apply.
    The document is then added as an external link into the Documents section and into the Documents application.

DocUploadURL_AccountAdm_EN.png

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