Content Manager 25.1 Content Manager

# Using Send To Content Manager

You can create new electronic records using the Windows Send To function.

For example, if you have a document selected in Windows Explorer, you can check it in using the right-click Send To - Content Manager option.

When you select this function, the Check In dialogue box appears.

See below for a description of this dialogue box.

When you send more than one electronic item, the Process Documents in Folder dialogue box appears.

When checking in multiple records using the Windows Send To option, the Record Type selected for the previous record appears as the default for the next record to be created. The user can use it or select an alternate Record Type for each record being created.

1. On right-click - Check In or if you selected just one item before clicking Send to Content Manager, the Check In Document dialogue box appears.
   - Create a new Record, with Record Type - select from the available Record Types that support electronic documents.

     This option operates in conjunction with the Record Title field at the bottom of the dialogue box.

     When you create a new record, the Record Title field will be available.

     The title that appears in this field is taken from the electronic document's name.

     You can modify the title in this field.

     This text will be in the title field of the New Record form.

   - Attach to the Record - attaches the electronic document to an existing record.

     If the document is a checked out document being checked in, the record number will appear.

     You can attach the electronic document as:

     - A new revision - attaches the electronic document as a new revision of the previous revisions of the document attached to the record
     - A replacement of the existing revision - attaches the electronic document as a replacement of the latest version of the document attached to the record
     - Do not attach, discard any changes made - select to not attach the electronic document to the record
     - An alternative rendition of type - to attach the electronic document as a new rendition.
       See Adding a record rendition for details about the available formats.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Using Send To Content Manager