Check Out Document
Explanation
Use this activity to check out document files connected to one or
more document revisions without opening them or starting any
macro. It can be useful for sending a number of documents to
someone for editing, or for working with them offline. The
documents' file status will be set to Checked Out so that
they are reserved to you. After you are done you can check the
documents back in or undo the check out.
Prerequisites
- A document revision must exist.
- You must have edit access to the document revision.
-
The document revision must have a status of Preliminary
or Approval In Progress. If the document revision has a
status of Approval In Progress, its Update Allowed
During Approval check box must be selected.
System Effects
-
Document files that are checked into the document revision
(including "extra" files defined for the CHECKOUT process in
basic data under Document Class Process Action, and
excluding view copies) are copied to your local check out path.
-
The files will be named using the standard document title and
name.
-
The document revision's file status is set to Checked Out
and all other users are prevented from editing the document.
-
Opposed to when using the Edit Document command, the
document will not be open and no macros will be run.
-
Once you have finished with the document you can check in the
document file. You can also undo the document check out at any
time, but changes to the document file will not be saved.
Window
Since this command is most useful for multiple documents it is
currently only available in overview windows.
Document Revisions
Related Window Descriptions
Document Revision
Document Revision/General
Document Revisions
Document Object Connections
Project Navigator
Project Navigator/Project Documents
Procedure
Use the following procedure to check out one or more document
files.
Checking out a document file:
-
Open the Document Revisions window and query
for one or more document revisions with connected document file
that are checked in.
-
Click right mouse button, select File Operations and
then Check Out Document
-
Open your local check out folder to see the checked out files.