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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.

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.

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.

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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