Record Menu Help

Record Menu

Attach File:

Allows the user to attach a file to a record. Open the record you wish to attach the file to. Click "Attach File" from the Record drop down menu. Navigate to the file you wish to attach and click the open button. The file is now attach to the record as indicated in the upper left corner of the record pane.

Attachments:

This feature calls up the "Attachment Manager." The Attachment Manager allows the user to Delete, Open, Save or View attachments. Attachments are viewed by double clicking the attachment in the Attachment Manager's List Window.

Allows the user to Link other records to a record. For example, in the SOW section Access and Use, you can add a link to a glossary record by clicking the Add Link from the Records Menu and navigating to the record you wish to link. The benefit of this Link would be a direct line to a glossary term that may need to be explained to a user viewing the record without having to leave the record and navigate to the glossary folder.

Add Link:

This feature allows the user to Delete the current record.

Delete:

Allows the user to clone - or duplicate - the current record for editing. This feature is specifically used for the Sections Folders. The original records should remain intact and be cloned for editing and modification.

Clone:

Set Access Levels:

This feature allows the Administrator to set access level permissions to a folder. Click "Change" and then choose user level from the list. Access level is Administrator by default and is not necessary to change unless sharing the database on a network.