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Speaking

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of checking out a document...

Check out is the routine used to transfer a document to a user's private folder, so that the user can edit its content, and does not allow any other user to modify the document until its changes are posted.

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You can edit a document that has been checked out from document browsing or the Checked out documents tab in  Task Central.  


Check out a document

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01. In document browsing, access the folder that where the document is posted.

02. Find the document for which you wish to check out.

03. Click on the Check-out option, located in the document view window.

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Painel

Comment
Description of the reason for checking out the document. This comment will be temporary, i.e., it will exist only during the life cycle of the check out. When checking in the document after you have completed the changes, the comment is deleted. You can view this comment during the life cycle of the check out in the check out details. For more information, see the alternative path View details of document check outitem Checking out a document.

Edit when confirming
When checked, this option determines that the document will automatically open in edit mode immediately right after the check out is confirmed. When this option is not checked, you need to access the Check out folder – located in the My Documents folder in document browsing – or go to the Checked out documents tab in Task Central to change the document.

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When the check out is confirmed, the document is displayed in two paths:

  • the Check out folder – located in the My Documents folder in document browsing
  • the Checked out documents tab in Task Central.


View details of document check out

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01. In document browsing, access the folder that where the document is posted.

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When confirming the cancellation, the document is deleted from the check out and no changes are performed.


Edit content of a checked out document

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01. In document browsing, go to the My Documents folder, then to the Check out folder.

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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. If the content is edited again, fluig will use the same option selected the first time it was edited. The editor selection screen will not be displayed at this time.

For more information, see Edit content of document.


Cancel check out

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01. In document browsing, go to the My Documents folder, then to the Check out folder.

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