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Índice
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exclude.*ndex
stylenone


Speaking of

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documents in check-out...

The Documents option in Check out shows This option shows all documents in which the user performed Check performed check-out.

Check out is -out is the routine executed by the user to transfer a document to his/her personal folder, preventing other users from editing the document while his/her modifications are not applied.

Check In is -in is the routine executed by the user to re-post the document back into its source folder. The Check In can The check-in can only be performed for documents which are in Check Outin check-out.

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Access documents in check-out

...

01. From the main menu, click Task Central.

02. Click on the Documents tab in Check check-out tab.

Painel

This tab is only displayed if the user has documents in check-out. Click here for more details on Check out and Check in procedures..

03. View the documents to change.


View details of the document in check-out

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01. Go to the documents in check-out, as displayed in the Documents in check-out item.

02. Click 03. Select the document to be viewed. To open, click on its codechanged, from the list.

0403. To In document view the posted document, select View Document in the checkbox located on , when clicking the Document actions option (in the upper right corner.05. Select View Properties to view the properties of the posted document and the respective approval history), you can view various document information.

Painel

View Properties
The document properties screen displays document data, such as:

  • Properties such as description, author and creation date, among other information;
  • Version/Review Approval History;
  • Document Version Specification;
  • Document Access Specification;
  • Related Document List;
  • Document Relationships.

Click here for more information on viewing document properties.

06. To view social information for the posted document, select Social Information.

View Document
Displays the preview of the document, in a yet-to-be-approved version.

Social Information

Painel

The social information screen shows information such as comments in the document, users that support the document, and sharing status. Click here for more details on social information.


Performing

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check-in

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01. Go to the documents in check-out, as displayed in the Documents in check-out item.

02. Click the document to be changed, from the list.

03. In document view, to perform the check-in for To perform the Check in for a document, select the Check-in option in the checkbox located on the upper right corner.

02. Select the Details tab in Check in.

03. Enter a comment.

04. Define the version control.

05. Enter version/review description.

06. Select the Approval tab.

07. Configure the document’s approval.

Painel

Click here for more details on how to configure document approval

08. Click Confirm.

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Cancel check-out

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01. Select the Task Central feature in the main menu.

02. Go to Documents in Check out.

Go to the documents in check-out, as displayed in the Documents in check-out item.

0203. Select the document to be viewed. Click on the respective code to open the document.

0403. To cancel the document’s Check out, select Cancel Check-out on the checkbox located on the upper right corner.

0504. Click Confirm.


Edit Document in

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check-out

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01. Select the Task Central feature in the main menu.

02. Select Documents in Check out.

03. Select the document to be viewed. Click on the Edit icon next to the respective code to edit the document.

...

Click here for

...

details on editing documents. 


Painel

When accessing document content editing for the first time, you can choose the application with which the document will be edited. It can be Collaborative Editing or Webdav. 



Informações
titleAttention!

This documentation is valid from update 1.5.10 on. If you use an earlier version, it may contain information different from what you see in your platform.