Creating records

Creating a record creates a document without content as described in Understanding ImandrA documents. This can be useful to begin managing documents that have not yet been created or received as electronic files (for example, by a contractor), or to manage hardcopy documents for which no electronic file will be received (for example, vendor manuals).

Documents appear different in ImandrA from records . You can convert a record to a normal document with the Convert To Document command later if an electronic file is received as described in Converting records into documents.

To create a record:

1. Right-click a folder or document and select Create Record on the shortcut menu. A Properties dialog appears similar to the following figure.

2. Enter any required properties and click OK. The record is created in the selected folder.