Editing record & folder properties

To edit the name, short code or color of a record, generic record, or folder:

1. Locate the item in the Contents tree and click Edit on the item menu button .
2. Full Name: this is the name displayed on the record datasheet or folder property sheet.
3. Short Name: this is the name displayed in the Contents tree.
4. Short Code: this is an optional code which could be used, for example, in a material taxonomy system.
5. Color: choose the item color; this is used in the Contents tree.
6. Record Type: if the selected record or folder does not currently contain any data, you can change its type: select Record, Folder, or Generic.
7. Optionally, enter some notes about the changes you are making.
8. Click Finish.

In a version-controlled table, you can only edit the properties of Unreleased items; to change the properties of a Released item, you will need to create a new, unreleased version; see Create a new version.