Data Library Types – Guarantee Issued

The Guarantee Issued Data Library Type will is used to record information on the guarantees issued by a Company.

To record a company's guarantee information:

• Navigate to and open the record for the company that the information is to be recorded for.
• Select the Data Library icon and then the Legal tab.
• Select Guarantee Issued from the list of Types available.

The Legal Department - Guarantee Issued screen displays.

• Select New.

The New: Guarantee Issued screen displays.

Summary

Type: Ensure that the Guarantee Issued option is selected.

Reminder: Enter a Reminder date (if applicable).

Status: Select a status for this record (if applicable).

Assigned to: Assign this to the user responsible for updating/verifying/authorising this record (if applicable).

Other Connected Entities

Select the Wand icon to connect this record to any other parties concerned with the record (for example, the entity for which the guarantee is being issued).

Guarantee Issued

This section contains fields which are specific to the Guarantee Issued Data Library (for example, the name of the entity to receive the issued guarantee, its start and end date, the amount, and description of liability). Complete these fields with the relevant information.

Attachments

Select the Wand icon to upload documents (for example, letter of guarantee) to the record.

• Select Save, then Close the record.