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outline | true |
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exclude | .*ndex |
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Speaking of Viewing Documents in Check out...
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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.
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subtle | true |
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title | Learn more |
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<a id="toggleAll" href="#" >Expand/hide additional information. </a>
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Basic Path
View a document in check out
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01. From the main menu, click Task Central.
02. Click on the Documents tab in Check out.
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Click here for more details on Check out and Check in procedures. |
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05. Select View Properties to view the properties of the posted document and the respective approval history.
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The document properties screen displays document data, such as: - Properties such as description, author and creation date, among other information;
- Version/Review Approval History;
- Document Version Specification;
- Document Access Specification;
- Related Document List;
- Document Relationships.
Click here for more information on viewing document properties. |
06. To view social information for the posted document, select Social Information.
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The social information screen shows information such as comments in the document, users that support the document, and sharing status. |
Performing Check in
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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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07. Configure the document’s approval.
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Click here for more details on how to configure document approval. |
08. Click Confirm.
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Cancel Check out
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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
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01. Select the Task Central feature in the main menu.
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03. Select the document to be viewed. Click on the Edit icon next to the respective code to edit the document.
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Click here for more details on editing documents. |
Info |
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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. |
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