Creating a record from the Classification list
Content Manager enables you to create new Classification titled records from the Classification list:
- From the Search menu, select Browse Via Classifications
- Navigate through the hierarchical list to the Classification you want to use to create the new record.
The level must be set to be available for record creation.
- Right-click the level and select New - New Record.
The list of available Record Types appears.
- Select a Record Type and click OK.
The New Record form for the selected Record Type appears.
The Classification is already filled in.
You cannot change the selected Classification now.
- Complete the New Record form details as required and then click OK.
The record appears in a list