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Index
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Basic Path
01. In the Document functionality, access the folder where the object that you wish to view is lodged.
02. Click on the link (name of document) to view the document.
03. In the combo of options of the preview page located in the top right corner, select the check out option.
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This option is only presented if the user has permission to modify or total. |
04. In the check out screen, report in a comment why the document is being marked as checked out.
05. Mark the field Edit when Applying, if desired.
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This field is optional and, when checked, the document will automatically open for editing when pressing the Confirm button. If this field is not checked, the user must access the Documents functionality in the folder Private or access the Central of Tasks functionality and select Documents in the Check-Out. |
06. Press Confirm.
Alternative Paths
Cancel check-out
01. In my documents, in the check out folder, select the document you wish to cancel the check out.
02. Press Cancel check-out of the document, located next to the name of the document.
03. In the message displayed, press Confirm; or Cancel to opt out, if desired.
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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 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.
02. Find the document for which you wish to check out.
03. Click on the Check-out option, located in the document view window.
04. Define the requested information.
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Comment Edit when confirming |
05. Click on Confirm.
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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.
02. Find the document for which you wish to view the check out details.
03. Click on 
More options, located to the right of the document name.
04. Click on Properties.
05. In the Check out details, view the document check out information.
06. If desired, click on the Security tab to view the security criteria for the document.
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When confirming the cancellation, the document is deleted from the check out and no changes are performed. |
Speaking of check-out...
The check out is the routine the user transfers a document to the personal folder, not allowing any other user to change the document while changes are not implemented.
To perform the check-out, it is required to have a permission to change the document. It is also necessary the existence of a my documents folder in document browsing, which is enabled by the administrator of the company in the general parameters of the Control panel.
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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.
02. Find the document for which you wish to edit the content.
03. Click on More options, located to the right of the document name.
04. Click on Edit content.
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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.
02. Find the document for which you cancel the check out.
03. Click on Cancel document check out, located next to the document name.
04. In the message that appears, click on Confirm to cancel the document check out; or Cancel to quit the action, if you wish.
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When confirming the cancellation, the document is deleted from the check out folder and no changes are made. |
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This documentation is valid as of the Lake (1.7.0) update. If you use a previous update, it may contain information different from what you see on your platform. |
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