New Dialog Box

The New dialog box appears when you select File > New from the Polaris Shortcut Bar. Use the New dialog box to:

• Create a new record - Select a record type in the Objects list, and click OK. If you selected a record type that has templates, the new dialog box is expanded to show the available templates. To use a template, select Existing template, and select the template from the list. See Creating New Records in Polaris.
• Create a new template - Select a template type in the Objects list, and click OK.