Prism Users Guide - Chapter 2. Basics
2.7 Working with Documents and Records
On documents and records, users (based on security permissions) have access to a consistent set of buttons and controls for adding/editing/deleting records.
Action Buttons
Action buttons on the bottom of the screen provide access to common tasks.
| Button | Description |
|---|---|
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Add a new document or record. This button is only available when RP Prism is in non-edit mode, such as after canceling a transaction. |
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Save the current document or record. This button is a toggle button with the "Edit" button. That is, when you click "Save," the button changes to "Edit," and when you click "Edit," the button changes to "Save." |
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Edit the currently displayed document or record. This button is a toggle button with the "Save" button. That is, when you click "Save," the button changes to "Edit," and when you click "Edit," the button changes to "Save." |
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Cancel the current document or record that is in progress. On transactions, if you select the Cancel button, a prompt will ask if you want to discard the transaction or place it on hold. |
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Hold the current document that is in progress. The transaction will be added to the list of pending transactions. |
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Print the currently displayed document or record. |
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Display a menu of options specific to the current record type. |






