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.
Parent topic: Editing a Template Manually