Converting Information Record Types

You can change the type of template used in an Information RecordClosed Information Records in Clooz hold the content information coming from a document or other source. These differ from a Source record that contains most of the citation information describing the docment, or the Repository record referring to the facility or online service where the document was found.. Perhaps you have decided a different template would have been a better choice, or when migrating to version 4, new template types became available.

To convert an Information Record:

  1. On the Information page, select the record you want to convert. Only one can be selected.

  2. Do one of the following to convert the record:

    • Select the record and press the Ctrl+V key, or

    • Right-click the highlight area and select Convert Information Record.