Creating a Record

A record may be:

• a paragraph of a framework, policy, procedure or control.
• a risk, requirement, test case or article.
• a subsection of any document type.

You can see all the records in a document by clicking on the document name. A record within that document consists of unique id, name, details, custom fields, notes and attachments. 

Create a record

Creating a new record is simple.

1. Choose where in the Table of Contents the record needs to be created.
• If this is at the top level, click on + NEW RECORD above the HISTORY menu item.
• If this is at a sub level, navigate to that sub level, hover over it and click the right hand down arrow. Select + NEW RECORD
2. Populate all the relevant fields. Use rich text to add bold, italic, bullets and hyperlinks.
3. Click OK