On the surface, records are very similar to documents, but they are different in a few key areas. Most notably records can be released without a review and they don't have a strict version history, so Formwork won't be saving past released versions of a record when you change it.

Here's what you can do with a record:

• Edit with AI: Use our Formwork AI integration to chat with your record and edit it with AI, saving you lots of time.
• Release yourself: Release this record yourself, not requiring a review by another person. This is the default way of releasing records and in line with the ISO 13485.
• Delete: Delete this record.
• Move: Move this record to another folder.
• Duplicate: Duplicate this record.
• Activity: View the associated activity of this record.
• Permalink: Get a permalink of this record, useful for linking to this records from other documents or records.
• Download PDF: Download this record as PDF.
• PDF Settings: Customize how the PDF for this record is being created, e.g. in landscape or portrait orientation.

Editing Records