Bonterms Help Center

Create an Entity Block

An Entity Block combines an Entity, Governing Law, Court and Signer into one package of information that allows the user to repeatedly plug in this information unit for use in a Deal Template associated with an Organization (or Entity within an Organization).

 

How to Create a new Entity Block

  1. When on the Bonterms Platform, navigate to the left-hand menu and select Entity Blocks.
    1 New Entity Block.gif

  2. In the Entity Blocks screen, go to the top-right and click New > Create new Entity Block
    2 New EB.gif

  3. Once in the Edit Entity Block screen:
      1. Start with your Entity Block Name.
      2. Select a previously-created Entity or select +Create Entity to add a new one.
      3. Select a Signer or +Create Signer.
      4. Select your State and Federal court location or +Create Court.
      5. Select your Governing Laws or +Create Governing Law.
        3 Entity Fields.gif
  4. To finish, click Save in the top-right corner. 

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