Using right-click - New - New Record

You can use the right-click context menu command New - New Record from any record listing and from the Classification Browser dialogue.

This command behaves differently depending on the item from which you use it and:

  • the option Administration - System Options - Miscellaneous page - Prevent Records that behave as a document from being directly filed under a Classification.
  • the containment rules established by the administrator for each record type in the Record Type Containment page

For example, you may want to attach a new container record to the selected Classification or you want to add a new document to the selected container record. Content Manager gives you the options to create relationships of some kind between the item you clicked on and the new record.