New
Updated
No results found
enterReturn key to
select
Arrow keys to navigate
escEscape key to
close
Check In/Check Out Documents
Who is this article for?Ideagen EHS Users checking in or checking out a document,
Access to document management is required.
The Document Management module allows users to collaborate by using a check-out and check-in feature:
1. Check-Out a Document
-
- Click on the Documents icon.
- Click on the Document Management menu item.
- Click on the Manage Documents menu item.
- To check out a document select the ellipsis next to the document that needs to be checked out. Then select Check Out from the menu.
- The document will automatically download and a Lock icon next to the document title will indicate that the document is locked from being checked out by another user.
2. Check-In a Document
- Once the user is ready to check the document back in, they can select Check-In from the ellipsis menu.
- After selecting the Check-In menu item from the drop-down, a pop is displayed with the message You are about to Check-In. Others will now be able to edit. Click on the Continue button.
- Select the file from the system and click on the Upload button.