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Speaking of documents in check-out...

This option 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.


Access documents in check-out

01. From the main menu, click Task Central.

02. Click on the Documents in check-out tab.

This tab is only displayed if the user has documents in check-out. Click here for more details.

03. View the documents to change.


View details of the document in check-out

01. Go to the documents in check-out, as displayed in the Access documents in check-out item.

02. Click the document to be changed, from the list.

03. In document view, when clicking the Document actions option (in the upper right corner), you can view various document information.

View Properties
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.

View Document
Displays the preview of the document, in a yet-to-be-approved version.

Social Information
The social information screen shows information such as comments in the document, users that support the document, and sharing status. Click here for more details on social information.


Performing check-in

01. Go to the documents in check-out, as displayed in the Access documents in check-out item.

02. Click the document to be changed, from the list.

03. In document view, to perform the check-in for a document, select the Check-in option in the checkbox located on the upper right corner.

Click here for more details. 


Cancel check-out

01. Go to the documents in check-out, as displayed in the Access documents in check-out item.

02. Select the document to be viewed. Click on the respective code to open the document.

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

04. Click Confirm.

When confirming the cancellation, the document is deleted from the Check-out folder and no changes are made. For more details, see Checking out a document.



Edit document in check-out

Click here for details on editing documents. 



Attention!

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.