Saving new records

Once you have finished entering the record details on the New Record form, you can save the new record by using one of these methods:

  • File - Save
    • saves the new record
    • displays the new record in its own search results window

    See Ribbon and Quick Access Toolbar.

  • Save and Clear
    • saves the new record
    • clears the New Record form so that you can create another record
    • If the new record contains an electronic document, Content Manager will add it to your Recent Documents tray - that is, records created by:
      • Dragging to Content Manager
      • Creating a new record with the DOS file field filled in
      • Attaching an electronic document to an existing record
  • OK button on the New Record form
    • Saves the new record
    • Displays the new record in its own search result window.