Properties tab

The properties tab displays details of the record. Such as, title, unique identifies, record number, Record Type, and so on.

To add a property, use the combobox at the bottom of the pane to choose the property and then select Add. To remove a property from display use the X icon to the right of the property value.

The Menu drop-down has the following options:

  • Edit - allows you to edit the electronic document attached to the record. This option is enabled only for the records with Edit Status as Checked Out or Managed In Place.

    NOTE: This option is applicable for Office 365 files or documents only.

    • Open in app - opens the document in the native application for editing.
    • Open in browser - opens the document in the browser based application for editing.

  • Details -

    • Notes - allows you to add the notes to the record.

    • Add Relationships - allows you to add a relation with another record.
    • Browse Relationships - allows you to view relationship of this record with other records, if any.

  • Locations -

  • Workflow -

  • Send to -

    • Favorites - allows you to add the current document to favorites.

  • Remove From -

  • Open -

    • Content Manager - opens the record in Content Manager client application.
    • Web Client - open the record in the browser based Web Client application.

  • Get view pane default properties - allows you to reset the properties to the default.

  • Edit properties - allows you to edit the record properties.

Adding relationship

To add relationship, perform the following:

  1. In the Properties, navigate to Menu > Details > Add Relationships.

    A dialog box is displayed.

  2. Click KwikSelect and select the relationship from the drop-down.

    • Related To
    • Copy of
    • Supersedes
    • Attached to
    • Alternatively within
    • Redaction of
    • Reply to

  3. Select a value for record for the With record field or click KwikSelect and select the record from the list.

  4. Click OK.

NOTE: Only Record Manager/Records Co-Ordinators/Knowledge Worker can add or remove relationships.

You cannot apply same relationship to the same record twice.

Browsing a relationship

To view the relationship of a record, perform the following steps:

  1. In the Properties, navigate to Menu > Details > Browse Relationships.

  2. All the records related to the current record is displayed with details such as Description, Related Record, and Related record title.

    To delete a particular relationship, select the record, click More option (three dots) and then click Delete Related Record.

Adding notes

To add notes, perform the following:

  1. In the Properties tab, navigate to Menu > Details > Notes.

  2. Enter the notes in the text box.

    Perform one of the following:

    1. If you have Modify Records permission, you can add new notes or edit the existing notes.

      (Optional) Click User Stamp to add the day, date, time, and user name to your notes.

    2. Otherwise, you can only add new notes that appends to the existing notes. You cannot modify the existing notes.

      1. Enter the notes in the text box.

      2. Select an option where you want to place the new notes in the Place the new notes drop-down:

        • Append to existing notes - adds the new notes to the end of the existing notes.
        • Append to existing notes with new line - adds the new notes to the end of the existing notes with a new line.
        • Append to existing notes and include user stamp - adds the new notes to the end of the existing notes with user stamp.
        • Prepend existing notes - adds the new notes to the beginning of the existing notes.
        • Prepend to existing notes with new line - adds the new notes to the beginning of the existing notes with a new line.
        • Prepend to existing notes and include user stamp - adds the new notes to the beginning of the existing notes with user stamp.
      3. Click Add Notes. The new notes gets appended or prepended based on the option you chose.
  3. Click Save.

Getting view pane default properties

To reset the properties to the default, in the Properties tab, click Menu and then select Get view pane default properties.

Editing the record properties

To edit the record properties, perform the following:

  1. In the Properties tab, click Menu and then select Edit properties.

    The General tab is displayed in the task pane.

  2. Edit the required details, such as title, external ID, date, container, and assignee.

  3. Click Save.

    The record properties are updated.