Creating a New Record
The steps used to create a New Record.
1. Go to the Documents Module.
2. Select the Object you wish to create the new Record in.
3. Click New from the ribbon bar or right mouse click and select New (New From copies an existing Record, but is only available in Documents Module).
See New From
4. Complete the required fields and click Save. Required fields are those indicated with an 
.
Hovering over a field name provides information about the field, if this has been configured by the System Administrator.
See Field Types
5. Follow the system prompts to add a primary file.
This prompted will not appear if your are creating a new record in a Record Object.
See Object Types
Files can also be dragged from Windows Explorer into an object. For assistance importing files in this way please contact your System Administrator.
Sending a Record to Process
See Processes