Creating New Records

To create a new Record:

1. On the Masthead menu, click Records.

   A list of favorite records is displayed.

2. On the left panel, click + New; or

   On the Keyboard, press CTRL + ALT + c.

3. On the left panel, select a Record Type from the displayed list of Record Types. If the Record Type is not listed, type in the name of the Record Type and then select it from the displayed list. To move through the list of Record Types, you can press the DOWN or UP arrow keys on the keyboard and press Enter to confirm the selection.

   NOTE: If you have selected a record type that is set to manual numbering, Content Manager will prompt you with the Enter Formatted Number dialog box to enter the number. Enter it and click OK.

   The Record Entry form will be displayed. This form will look different depending on what Record Type you are creating. Depending on how the Content Manager Administrator set up the Record Type there may be several sections that require completing, these will be indicated by a Section title with a drop-down arrow next to it. To expand or collapse a section, click the drop-down arrow.

4. Complete the Record Entry form (see Record Entry Form Fields for further details).
5. Click Save.

The newly created record will be added to the user's Created Records tray on the Records panel.

Drag and Drop

An alternative method of creating a new record with an electronic document attached is to drag and drop an electronic document onto the Content Manager Web Client. This process will automatically attach the electronic document to the record entry form, without having to navigate or drag and drop the document onto the Attach electronic document field.

For single electronic document

1. Select the electronic document that is to be attached to the new Record.

2. Drag and drop the electronic document from Windows Explorer to any Content Manager panel.

   The Create Record panel will be displayed.

3. Select the required Record Type from the drop-down list.

   The Record entry form will be displayed, with the Title field displaying the electronic document's file name, and the Date Created field populated with the electronic document's created date details.

4. Complete the Record entry form as required (see Record Entry Form Fields for further details).
5. Click Save.

The newly created Record will be added to the user's Created Records tray on the Records panel.

For multiple electronic documents

You can drag and drop more than one electronic documents onto the Content Manager Web Client.

1. Select the electronic documents, drag and drop them from the Windows Explorer to any Content Manager panel.

   The File Upload Manager is displayed. The left panel displays the Default Record Type and the right panel lists the files dragged and dropped to the panel.

2. You can either retain the default record type or click in the text box to select a different record type from the drop-down.

3. To checkin the electronic documents directly to Content Manager without having to go through the Record Entry Form Fields, select the If possible, suppress data entry form checkbox.

4. Click Checkin.

   If you have not selected the If possible, suppress data entry form checkbox, the Record Entry Form Fields panel is displayed for each of the electronic document. Complete the Record entry form as required for each of the electronic document (see Record Entry Form Fields for further details).

The newly created records will be added to the user's Created Records tray on the Records panel.