Step through the exact menu clicks to add a child record under the Debt Management templates using Gravity Sheets Process Automation extension. Useful for admins or finance users who need to structure document types and create hierarchical entries  so automation and accounting flows work correctly.

Document Navigation

1. To enter any debt management template, simply double click on any template you want to work in.

2. Start by filling out the details requested in the sheet.
   Note: Any field with an arrow icon is a drop down list.

3. After filling out the information requested, move to the next tab.

4. Fill out all applicable information in the Finances Information Tab.
   Note: All the arrow icons signal a dropdown menu.

Automation Configuration

5. Switch to the "Allocation and Accounting" tab.

6. Fill out all the bond details in this tab.

7. To finalize the new template, vavigate to Extensions > Gravity Sheets > Process Automation.

8. Select "Bond" in the Process Automation panel.

9. Click the checkmark beside the "Script for new Bonds".

Tip! This procedure is also used for refunding.

Creating a new Debt Template

10. Select Add Child > Data Store from the sidebar context menu.
11. Click the "Template" dropdown field.

12. Select "Debt Management" from the dropdown list.

13. Name your new template, and then click "Create" to create your new debt template.