Content Manager 25.1 Office Integration Help

# Record Properties

Click Properties to display the record's Properties dialog box.

Depending on your user permissions, you can update the details of the record on a form similar to the new record entry form.

The properties of a record can also be viewed from record opened in MS Office, from the Content Manager tab, click Record Properties, or for email that have been checked into Content Manager and are still in MS Outlook, from the Content Manager tab, click Open Record.

NOTE: Depending on the options enabled in the Content Manager Integration options, the record may be opened in the Content Manager Web Client or in the Content Manager client.

The tabs available on the record Properties dialog can include:

- General - this displays the fields on the General tab of the record entry form. The associated metadata can be updated/modified in the same manner as it was when the record was created. See Record Entry Form Fields for examples and details.
- Renditions - allows users to see the details of attached Renditions, as well as Add or Delete a Rendition. See Record Renditions for details.
- Revisions - will be available if it has been added as a page on the Record Type entry form - allows users with the required permissions to Preserve or Delete a Revision. See Record Revisions for details.
- Contacts - allows users to Add or Delete Contacts. See Attaching Contacts for details.
- Related Records - will be available if it has been added as a page on the Record Type entry form - allows users to view the related records, as well as Add or Delete relationships.
- Notes - will be available if it has been added as a page on the Record Type entry form - allows users to view the Notes added to the record, as well as adding additional notes. See Adding Notes for details.

NOTE: There may be other tabs available depending on how the record entry form was created, such as Access Controls, Additional Fields etc.

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Version 25.1 | Last updated July 2024
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Product: Content Manager 25.1

Topic Title: Record Properties