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Creating a New Bond

You can create bonds if a company or business unit acquires a new bond or if an existing bond becomes relevant to a workspace. To create a new bond, your security role in the appropriate work area must have permission to create bonds. For more information, see "About Security Permissions".

By adding bonds to a company record, you help to ensure that all aspects of a company's qualifications can be evaluated by the people responsible for assigning companies to workspaces.

To create a bond

1. Open the Bonds tab for the appropriate company.

The list of bonds for the company appears.

2. Click New to create a new bond using the default template.

— or —

Click the arrow next to New to choose another template. For more information, see "About Document Subtypes".

A blank bond document appears. Some information may already be filled in, depending on the template used.

3. In the Title field, type the title of the bond document.
4. If you are performing a workflow action on the bond, complete the information required for this action. For more information, see "Bond Workflow Actions" for a list of preconditions for a specific action.
5. Complete any other necessary information for the document. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Properties
6. Click Save.

Proliance saves the page. Click Exit Edit Mode when done.