Menu options

Opening record in Content Manager

To open a record in Content Manager, perform the following:

1. Select the Outlook item you want to open in Content Manager.

   The record properties are displayed in the task pane.

2. In the task pane, click Menu and then select Properties.

   The record is opened in Content Manager.

Adding to favorites or removing from favorites

To add the email to favorites, in the task pane record properties, click Menu and then select Add to favorites.

To remove, in the task pane record properties, click Menu and then select Remove from favorites.

Getting view pane default properties

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

Editing record properties

To edit the record properties, perform the following:

1. In the task pane, click Menu and then select Edit.

   The record entry form fields are displayed in the task pane.

2. Update the details as needed and click Save.

   The record properties are updated.

Adding relationship

To add relationship, perform the following:

1. In the Properties or Context tab, 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.

Browsing a relationship

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

1. In the Properties or Context tab, 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 or Context 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.