Records are a representation of your data. This data has 3 layers.
Records > Record Matters > Record Matter Details or the compiled documents
Example: Trusts > Peters Trusts > Peters Unit Trust
When you are saving data you can nominate which record, record matter you would like the record matter item to be associated or you can simply create a new set altogether.
Users & Teams Access
In addition you can decide who will get access to this newly generated data. You can nominate individual users or you can nominate a team (which may have multiple users).