Loading and updating a record template

You can load and update a record template stored on your file system.
To load and update a record template:
  1. Select File > New and select a record type. The Create window opens for the selected record type.
  2. Using the Template list at the bottom of the window, select the desired template and click Load.
  3. Modify the field values in the record template. Then select Update from the Load list.
Related concepts
About records
Record states and state transitions
Record types
Related tasks
Submitting a record
Creating a record template
Exporting record templates
Importing record templates
Modifying a record
Changing the state of a record
Marking a record as a duplicate
Finding a record
Viewing the history of the Find Record command
Printing a record or result set
Exporting records
Exporting a query or query results

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