In order to create a record:
1. Click New Record on the right side of the screen
2. You will then be prompted to select a Record Category per the example screenshot below.
3. Type the name of the record and add any applicable tags (optional). Records can be a maximum of 100 characters and cannot include special characters. Once completed, click the Create button in the bottom right of the screen to create the record.
4. You’re all set! Now you can work on files in this record.
You can alternatively create multiple records for a single Record Category in bulk via Data Import by following the steps in this tutorial.