on April 11, 2012
Commonly users will open a record, make changes and then ‘Save As…’ a new document. This runs the risk of saving over the original document. It’s worth reminding your users to double click the record to open it in Read-Only mode. That way they can save anytime without affecting the existing document. Additionally, it might be easier to delete all the specific text (like names and numbers for example) and save the record as a template (.dot file for MSWord).