Change Default Record Type

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Changing the Default Record Type


This document provides instructions on how to change the Default Record type Content Manager uses when creating a new document, or to remove the default type entirely, prompting you to select a record type each time.

 

·         Select “File” and then “Options” in the top left of the Content Manager application.

 

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·         In the options Menu, select “Documents”

·         Under “Use the following settings for new records” select a default record type, or leave it blank so that content manager prompts you for a record type when creating a new record.

·         If you commonly work with more than one record type (Electronic, Legislation) than it would be best to leave this field blank.

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Details

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Article ID: 45
Created
Fri 6/28/24 7:32 PM
Modified
Tue 7/16/24 1:23 PM