Check Out/In a Document

Back Top Previous Next

A document is checked out by a specific person, updated as required, then checked in for quality control purposes. Documents makes use of Jim2’s workflow methodology by the use of statuses.

 

Checked out documents are easily recognised, as they are coloured in red in lists, etc. and are on the Check Out status, allowing for easy filtering when searching in lists, etc.

 

checkedout

 

On the ribbon, go to Documents > Create Document List.

 

Createdoclist

 

hmtoggle_arrow1Check Out

 

hmtoggle_arrow1Check in

 

hmtoggle_arrow1Steal Lock

 

Quality

Since all documents are stored within the Jim2 database, the Jim2 backup file size will increase accordingly. See Database Size Maintenance for more information.

 

Further information

Document Security

Documents and Objects

Document Lists

Document Preview

Document Status

Folders, Tags and Categories

Hidden Documents

OneDrive and Sharepoint Integration

Tabs in the Footer

Version Control

Add a Document

Add or Link Existing Document