Content Manager 25.1 Content Manager

# Saving new records

Once you have finished entering the record details on the New Record form, you can save the new record by using one of these methods:

- File - Save
  - saves the new record
  - displays the new record in its own search results window

  See Ribbon and Quick Access Toolbar.

- Save and Clear
  - saves the new record
  - clears the New Record form so that you can create another record
  - If the new record contains an electronic document, Content Manager will add it to your Recent Documents tray - that is, records created by:
    - Dragging to Content Manager
    - Creating a new record with the DOS file field filled in
    - Attaching an electronic document to an existing record
- OK button on the New Record form
  - Saves the new record
  - Displays the new record in its own search result window.

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

Topic Title: Saving new records