Define the record template

The first two steps of the Declare as Record Entry Template Designer Wizard define the information for the new record. You need to decide how much information will be set by your template and which settings you want to let the user define. For example, you must select a record class, and you can let the users define the property values.

  1. Select the record class and file plan locations for the record.
  2. Set the properties for the record.