Create a new type of records
All the records inside infanywhere are combined as some types of records.
This is necessary to simplify the creation of new documents or uploading big number of similar files dealing with the same type of records. (e.g. You can create create the type of records “contract”, add all required fields as name, number, date etc. and upload all the documents about contracts in this type without adding the fields mentioned above all the time)
You can create as many types of records as you need. To do it, please follow the next steps:
- Click RMB in the main frame OR Click on the button ADD in the top-left corner of main frame.
- Click on ADD new type of records and choose the necessary option.
- Enter the name of type of the records and click on ADD button.