Checking Out and Checking In Documents

Editing a document by using 'Check Out / Check In' feature

Documents stored in Docsvault can be viewed as read-only by default. They can be opened for editing by Check Out and then the changes saved by Check In.

Using the Check In and Check Out features ensures that documents are not overwritten by multiple users. This feature also enables you to monitor the complete edit history of the document.

•	Select a folder or file to check out.

•	Right click to display the popup menu. From the popup menu, click on Check Out.

•	Make changes in the document.

Check Out option

Note:

•	Once a document is checked out it can not be copied, moved or deleted without necessary permissions.

•	You can also set Docsvault to checkout the file for editing simply on double click from Tools >Options >Checks In/Out.

•	Right click on the file to display the popup menu. From the popup menu, click on Check In. This will save the changes made in the document to Docsvault.

Check In option

Security:

•	A User must have at least the rights of 'New Version' to check-out a document.