Updated: January 9, 2026 1:11pm

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
new button 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.
save button 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."
edit button 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."
Cancel button 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.
hold button Hold the current document that is in progress. The transaction will be added to the list of pending transactions.
print button Print the currently displayed document or record.
options button Display a menu of options specific to the current record type.