Checking In Explained
Once a user has finished working with a document that they have Checked Out, it can be Checked In again, allowing it to be edited by other users.
Checking In a Document
To Check In a document, ensure that the check box for the document is ticked (1), select the Actions pane (2) and finally the option Check In (3).
Users will then be presented with the facility to upload a revised file for the document which was checked out. Drag and drop a file from your computer to the section in the middle of the page, or click in this section to browse to a location for the file. Once the file appears, click Upload and Check In. The document will now be accessible for all users.
Checking Out Documents
Checking Out Explained Like library books, documents can be checked in and checked out. Once a user has Checked Out a document, that document cannot be edited by anyone else until it is Checked In by that user. The document is still available for ...
Setting Document Properties
Document Properties Explained Information about Office documents that have been saved in fileplan can be embedded within the documents themselves. Some of this information is always available, for example, steps to display the title can be seen in ...
Replacing a Document File
Replacing a Document File Sometimes a user will want to overwrite an existing document in fileplan with a new file. This happens most commonly when users have been working on a downloaded copy of a document that already exists in fileplan and can ...
Viewing My Document Shares
Viewing Shared Documents To view information about the documents you have shared, click on the drop down arrow next to the person icon in the top right of the page and choose the option My Shared Documents. Each Document Share that this user has ...
Changing Document Details
Fields Explained Whenever a document is saved into a Library, information about that document is also saved, such as the title of the document, the date it was saved and the file extension. Some of this information is automatically recorded, for ...