Content Manager 24.4 Web Client Help

# Creating New Records

To create a new Record:

1. Perform one of the following:

   1. Click New Records from the Masthead menu.

   2. Click NEW option available on the left panel of your result tab.

   3. On the Keyboard, press CTRL + ALT + c.

   The Create New Record tab is displayed.

2. On the left panel, if you have an electronic document(s) to be attached with the record, click Upload, navigate to the path where the document is stored, and click Open to attach it to the record. The document(s) are listed under Uploaded files.

   If you want to remove a document from the Uploaded files, before creating the record, click More option of the uploaded file and then select Delete.

3. On the right panel, in case of multiple documents, to checkin the electronic documents directly to Content Manager without having to go through the Record Entry Form Fields for each document, enable the Suppress for subsequent files option.

4. 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.

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

6. Click Create.

   If there are any issues with the attachment or the values you enter in the Record Entry form, appropriate error messages are displayed. Click OK in the error dialog, fix the issue and then click Create.

   If there are no issues, is displayed against the electronic document in the Uploaded files.

7. Click Finish.

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.

IMPORTANT: If you have set Check In Style to use for new record creation in Content Manager client, the same is applied when you drag and drop an electronic document on to Content Manager Web Client.

The Check In Styles applied when you drag and drop a document, has the following limitations:

- Check In Style, when enabled, displays only mandatory fields in the record entry form.

- Default values set in the Check In Style will not be applied for the new records.

- Currently, manual numbering is not implemented as part of Check In Style.

The Remove option in the Attach electronic document field is disabled when you drag and drop an electronic document to create new record with default Check In Style.

NOTE: Web Client supports drag and drop of .msg file either directly from Outlook or from the desktop. However, the functionality is limited to Chrome and Microsoft Edge browsers.

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 to Web Client.

   You can drag and drop to the applicable Content Manager object on the left pane of the explorer, such as User Labels, Categories/Classifications etc, or to the record list area or to a particular container in the record list on the right pane of the explorer.

   The Create New Record tab is displayed. The left panel lists the document you just drag and dropped and the right panel lets you select the Record Type.

   If you want to drag and drop more documents, you can either drag and drop to the left panel of the Create New Record tab or click Upload on the left panel. The document list is appended with the new documents under the Uploaded files.

   If you want to remove a document from the Uploaded files, before creating the record, click More option of the uploaded file and then select Delete.

3. On the right panel, 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 Create.

   If there are any issues with the attachment or the values you enter in the Record Entry form, appropriate error messages are displayed. Click OK in the error dialog, fix the issue and then click Create.

   If there are no issues, is displayed against the electronic document in the Uploaded files.

6. Click Finish.

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 to any Content Manager panel.

   You can drag and drop to the applicable Content Manager object on the left pane of the explorer, such as User Labels, Categories/Classifications etc, or to the record list area or to a particular container in the record list on the right pane of the explorer.

   The Create New Record tab is displayed. The left panel lists the documents you just drag and dropped and the right panel lets you select the Record Type.

   If you want to drag and drop more documents, you can either drag and drop to the left panel of the Create New Record tab or click Upload on the left panel. The document list is appended with the new documents under the Uploaded files.

   If you want to remove a document from the Uploaded files, before creating the record, click More option of the uploaded file and then select Delete.

2. To checkin the electronic documents directly to Content Manager without having to go through the Record Entry Form Fields for each document, enable the Suppress for subsequent files option.

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

4. Click Create.

   If there are any issues with the attachment or the values you enter in the Record Entry form, appropriate error messages are displayed. Click OK in the error dialog, fix the issue and then click Create.

   If there are no issues, is displayed against the electronic document in the Uploaded files.

5. Click Finish.

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

Copyright 2008-2024 Open Text
Version 24.4 | Last updated October 2024
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Product: Content Manager 24.4

Topic Title: Creating New Records