Checking Out Documents for Amendment
When you need to work on existing documents within the Metemation document repository, you are required to check out the documents.
This step:
- Ensures you are working on the correct latest version of the document
- Marks the document as being work on by you and stops others working on the document
- Audits the fact that you are working on the document, and when you checked the document out (allowing the system to remind you to check the document in again if you forget).
There are two methods of checking out a document to start work on a new version or amend the existing version:
- On the home or "nodal display" page, locate the document you require in the My Documents panel and either select the document to view its properties (see method 2 below), or select the check out icon (
 ) next to the document.
- On the document properties window (from a document search, or by selecting the document from My Documents), use the same check-out icon ( ) on the document properties screen to check out the document.
When you select the check out icon, the latest version of the document will automatically be given to you to open or save. Once you accept either option, the document will be updated to have a status of "Checked out" to you.
When you have completed your changes, you can then check-in your amendments.
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