Checking Out Documents

Check out a document to save a copy to your local machine or another specified location. Checking out a document locks the document to prevent others users from making simultaneous updates to it. When a document is checked out, users can still view and download the document, but they cannot modify, delete, or check it out.

To check out a document:

  1. Click Projects.
  2. On the Projects navigation bar, click Documents.
  3. On the Documents page, click the Project tab.
  4. On the Project tab, select a project and click Check Out options Check out.

Tips

Related Topics

Working with Documents with a Content Repository

About the Document Content Repository

Creating Document Templates

Copying Documents from Existing Templates

Adding Documents to a Project and Storing Them in the Content Repository

Adding Documents to a Project from the Content Repository

Configuring Document Details

Checking In Documents

Sending Email about Documents

Creating Document Folders

About Document Reviews

Searching for Documents

Viewing Documents

Downloading Documents



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Last Published Monday, December 6, 2021