You are here: Address Book > Company Reference Documents > Locations > Adding a Bond to a Project

Adding a Company Related Document to a Workspace

When one of the reference documents of a company within your Organization work area becomes relevant in a workspace, you can add it to the workspace in the same way you add companies.

Company related documents created in the Organization work area must be added to a workspace before they can be accessed in that workspace, even if the company that owns the related information has already been added. This is true even when a company related document has been added to the portfolio controlling the workspace.

To add a related document to a workspace

Open the Companies register in the Organization work area.
Select the company containing the related document to export.
Click the References tab and then click the appropriate tab below it.

You can export any of the related documents, except for Bid History or Contract History.

Select the check box next to the document to export.
Choose Tools > Export Selected to add the documents with the checked boxes.

The Export Wizard appears.

Follow the directions in the wizard to add the document to a workspace.

After you finish adding them, the related information should now be visible in the appropriate company in the Workspaces work area.

Note:

When adding any of a company's reference documents to a workspace, Proliance will add the company to the workspace if it isn't already part of the workspace. For more information, see "Indirectly Adding a Company to Another Work Area".
You can add company reference documents more than once to a workspace, although it is not necessary because of the synchronization relationship. Note that if you add more than once, the copy from the Organization work area will completely overwrite the copy in the workspace.
The guidelines for adding contacts or staff members differs from other reference documents. For more information, see "Adding a Person to a Workspace".