Usage Considerations

When using the Check Out dialog box, be aware of the following:

• You can check out a processed template (.doc/.docx) only after the authoring operation is successfully completed and the author has checked Ready for Review.
• Any user role (Author/Reviewer/Owner) can check the file out.
• You cannot check a file in unless it has been checked out.
• You can enter comments when checking out a document. Comments are record in the comments field.
• Click Download to save the file in .doc/.docx format to a file location of the your choosing.
• All check-outs are auditable.
• The Check In button is disabled except for the person who checked the document out.
• The Check In dialog pop-up has an Undo Checkout button that enables you to reverse the check-out operation.
  • When you click Undo Checkout, the system dismisses the pop-up dialog box and makes the file available to other users.
  • The system does not save any changes you may have made to the template.