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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.

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

 

LEARN MORE

Expand/hide additional information.

Basic Path

 

01. After clicking on the Check out option, located in the document view window, define the requested information.

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 out.

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.

02. Click on Confirm.

When the check out is confirmed, the document is displayed in the Check out folder – located in the My Documents folder in document browsing, where its content can be changed, as well as in the Checked out documents tab in Task Central.

 

Alternative Path

 

View details of document check out

 

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.

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

 

Edit content of a checked out document

 

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.

When clicking on this option, you can choose the application with which you wish to edit the document. For more information, see Edit content of document.

 

Cancel check out

 

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.

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

 

 

Attention!

This documentation is valid as of the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform.

 

 

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