Checked Out Documents 

Use

The universal worklist contains an overview of all documents that you have downloaded to your PC for editing and have not yet checked in again.

If you open a document for local editing you obtain a tracking object. The document in question is locked against changes by other users in the portal for as long as you have the document checked out.

 

Features

You can use the following commands:

·        Check In

You can use this command to upload a document to its original folder. The system deletes the document and the tracking object from your local PC. The lock is also released.

You can only carry out this function from the PC onto which you checked out the document.

 

·        Resume Local Editing

You use this command to open the document in the relevant PC application.

You can only carry out this function from the PC onto which you checked out the document.

The detailed view of the tracking object shows the name of the PC onto which you checked out the document under Location.

 

·        Cancel Check Out

The system deletes the tracking object and – if possible – the document from your local PC without uploading the document. The lock is also released.

 

The tracking object remains in your worklist until you check the document back in or cancel the checkout.

 

See also:

Editing Documents Locally