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Index

Table of Contents
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Speaking of Viewing Documents in Check out...

The Documents option in Check out shows all documents in which the user performed Check out.

Check out is the routine executed by the user to transfer a document to his/her personal folder, preventing other users from editing the document while his/her modifications are not applied.

Check In is the routine executed by the user to re-post the document back into its source folder. The Check In can only be performed for documents which are in Check Out.

 

Basic Path

 

01. From the main menu, click Task Central.

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titleLearn more

The social information screen shows information such as comments in the document, users that support the document, and sharing status. 

 

Performing Check in

 

01. To perform the Check in for a document, select the Check in option in the checkbox located on the upper right corner.

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titleLearn more

Click here for more details on how to configure document approval. 

08. Click Confirm.

 

Alternative Path(s)

 

Cancel Check out

 

01. Select the Task Central feature in the main menu.

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04. To cancel the document’s Check out, select Cancel Check out on the checkbox located on the upper right corner.

05. Click Confirm.

 

Edit Document in Check out

 

01. Select the Task Central feature in the main menu.

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Expand
titleLearn more

Click here for more details on editing documents. 

 

 

Speaking of Viewing Documents in Check out...

The Documents option in Check out shows all documents in which the user performed Check out.

Check out is the routine executed by the user to transfer a document to his/her personal folder, preventing other users from editing the document while his/her modifications are not applied.

Info
titleAttention!

This documentation is valid from update 1.5.10 on. If you use an earlier version, it may contain information different from what you see in your platform.

 Check In is the routine executed by the user to re-post the document back into its source folder. The Check In can only be performed for documents which are in Check Out.