How to edit a DAB record

Keeping DAB records up to date ensures that the correct information is available to everyone working with the data. When you need to update a record, you can edit its details and save your changes in just a few steps.

In this video, we will show you how to edit a DAB record step by step.

How to edit a DAB record

• Open the DAB module and locate the record you want to update.
• Double-click the record to open its details.
• Click Edit to enable editing.
• Update the required fields. You can modify information such as text fields, selections, and other available record details.
• When you have finished making your changes, click Save to update the record.
• After the record is saved, the latest information is immediately available in DAB.
• Additional actions are available from the toolbar, including:
  • Audit Log – View the history of changes made to the record.
  • Word Template – Generate a document using a predefined template.
  • Clone – Create a copy of the current record to use as the basis for a new one.