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Speaking 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.
A document that has been checked out remains available in the Check out folder, in My documents, as well as in its source folder, identified by a padlock icon. The check out feature will not be available if the My documents folder is disabled in the platform’s Platform ❙ Parameters.
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.
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Comment Edit when confirming |
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When the check out is confirmed, the document is displayed in two paths:
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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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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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