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Indirectly Adding a Company to Another Work Area

When you add any of a company's reference document to a workspace, or portfolio from the Organization work area, if the associated company does not already exist in the workspace or portfolio, Proliance will automatically include it in the addition process. This is known as indirectly adding a company, as opposed to directly adding a company when you manually add an org company, business unit, or external company. When a company is indirectly added, it will appear in the Companies register like any normally added company.

For information on how to directly add companies, see "Adding a Company to a Work Area".

For information on how to add reference documents, see the following topics:

• Adding a Company Related Document to a Workspace
• Adding Contacts or Staff to a Workspace
• Adding Contacts or Staff to a Portfolio