How to add a new Record

To add a new record select ‘File’ from the main menu. Then select ‘New’ from the ‘File’ menu. You will then be prompted with the new record selection form that will permit you to select the type of new record you want to create. Select the type of record or document you wish to create and click on the button labeled ‘New Record’. A new blank entry form will then be displayed.

There are two possible shortcuts that can be used to add a new record. First you can bring up the new record selection form by typing Control-N (CTRL-N). Simply hold down the control key usually labeled ‘Ctrl’ then press the ‘N’ key. Second, if the Records Toolbar is active you can select the document type desired in the toolbar selection box then click on the New button which appears as a closed folder icon.

Once the form has been completed click the Save button which is labeled ‘Save’ and usually has a picture of a green check mark symbol on it. To close this new record without saving anything to the database click the Cancel button labeled ‘Cancel’ and usually has a picture of a red ‘X’ on it.