# Letters Of Guaranties

_Applications › Sales › Letters Of Guaranties_

![Letters Of Guaranties](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f9e1a2dcbb339eb376e5e9c9b6b86db0.png)
*Letters Of Guaranties*

## Overview

Use Letters Of Guaranties (L/Gs) in the Sales application to work with files associated with Letter of Guarantee records. Sales representatives, account managers, project managers, and finance users can select a file and save it from the L/G file screen when supporting documentation must be retained with the L/G activity. The available screen supports file selection and saving; it does not display issuance, approval, expiry, or other L/G status information.

## Workflow

1. Open the Sales application and select **L/Gs** from the available navigation options.

   ![Letters Of Guaranties](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5b64d7cc998e52080ffe2a71cdbec4dc.png)
*Letters Of Guaranties*

   Use this area when you need to add or save a file for a Letter of Guarantee. The screen contains a file list, shown as **files[]**, and a file-selection control.

2. Decide whether you are ready to select a file.

   - To choose a file, select **Select...** and choose the required file in the selection window.
   - Review the selected item in **files[]** before saving.
   - If you are not ready to keep the selection, select **Don't Save** to leave without saving the current work.

   > **Note:** The screen provides a file-selection workflow only. Do not treat saving a file as confirmation that the Letter of Guarantee itself has been issued, approved, or completed.

3. Decide how to save the selected file.

   - Select **Save** to save the current selection and remain on the screen.
   - Select **Save and Close** to save the current selection and close the screen.
   - If a confirmation message is displayed after saving, select **Ok** to acknowledge it.

4. Decide whether to continue working with related items.

   The screen also provides **Tickets** and **Attach** actions. Use these actions only when they are required by your current business process. The provided screen does not describe their resulting workflow or record changes.

   > **Warning:** Select **Don't Save** only when you intend to discard unsaved work. Any file selection that has not been saved should be treated as incomplete.

## Examples

A sales representative needs to retain a bank-provided Letter of Guarantee document for a customer sales activity.

1. The representative opens **L/Gs** in Sales and reaches the file screen.

2. The representative selects **Select...** and chooses the bank document from the available files.

3. The representative checks that the intended document is shown in **files[]**.

4. Because no additional file work is required, the representative selects **Save and Close**.

5. If the system displays a confirmation message, the representative selects **Ok**. The file selection has now been saved and the screen is closed.

## Tips

> **Tip:** Use **Save** when you want to keep the selected file and remain on the screen to review the current selection.

> **Tip:** Use **Save and Close** when the selected file is final and you have finished working on the current screen.

> **Warning:** If you selected the wrong file, do not save the current selection. Use **Don't Save** and repeat the file-selection process with **Select...**.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| No file is shown in **files[]**. | A file has not yet been selected. | Select **Select...** and choose the required file. |
| You do not want to retain the current selection. | The selected file is not the intended document, or the work is not ready to save. | Select **Don't Save** rather than **Save** or **Save and Close**. |
| A message remains visible after saving. | The system is requesting acknowledgement. | Select **Ok** to close the message. |
| You need to keep working after saving. | **Save and Close** would close the current screen. | Select **Save** instead, then continue working on the screen. |

## Related pages

- [L/Gs](doc:lgs)
- [Sales — Overview](doc:sales-overview)
- [Sales — Learning Path](doc:workflows-sales-2)
- [sales](doc:sales-guide-2)
- [Pricing Quotation](doc:pricing-quotation-guide)
- [Sales Jobs](doc:sales-jobs-guide)
- [buyouts](doc:buyouts-sales)
- [List](doc:sales-buyouts-list-view)
- [NewInstantJob](doc:sales-list-newinstantjob)
- [Stock](doc:stock)