Creating records
A record in Content Manager can be anything:
- Folder
- Document
- Journal
- Financial report
- From the File menu, select New
- If you see a list of Record Types, in the Record tab, select the type of record you want to create and click OK.
The New Record form appears.
This form will look different depending on what type of record you are creating.
- Enter the record details.
Content Manager creates record titles in different ways depending on how it was set up:
- If Content Manager is set to number the new record automatically and prompts you with the Confirm Number dialogue box to confirm the number, click OK to create the record or Cancel to return to the New Record form. The Copy button copies the record number to the clipboard.
If the type of record you are creating is set for manual numbering, Content Manager will prompt you with the Enter Formatted Number dialogue box to enter the number.
Enter it and click OK to create the record or Cancel to return to the New Record form.
The new record appears in a list.
TIP:
- You can fill in the fields on a New Record form by dragging items from the Favourite trays, for example, a name from favourite Locations onto the Assignee field.
Dragging from favourites only works from the list pane and not the view pane.
- It is possible for you to create a record with a higher security level than you have access to, however you will not be able to view the record after you have created it.
- Carriage return - certain fields enable you to enter carriage returns, i.e. new lines.
- SHIFT+ENTER - Notes tabs and text Custom Property fields as these fields are generally text style fields.
Free text address fields support ENTER as these are usually created with the address on separate lines.
- SHIFT+ENTER - Notes tabs and text Custom Property fields as these fields are generally text style fields.
- You can fill in the fields on a New Record form by dragging items from the Favourite trays, for example, a name from favourite Locations onto the Assignee field.
For administrators
- The appearance of the dialogue boxes to create new records depends on how the Content Manager administrator has set up the New Record form when setting up the Record Type
- The option Prevent Records that behave as a document from being directly filed under a Classification determines the Record Types available for a new Classification record. See System Options Miscellaneous page.
Related information