Checking Out a Document

  1. From the SmartSolve Portal Page, click the Document Repository link at the top of the window.
    Result: The document list is displayed.
  2. Select the Document No. of the Document record from which to check out the document.
    Result: The Document record is displayed.
  3. Click the Check Out button.
  4. Click the Save button.
  5. Click the Save button in the Windows prompt to save your document on your local or network drive.
    Result: The file is now checked out and, in the Content section of the Document record, the Content Status is CheckedOut.

See Also

Document End User Steps

Accessing the Document Repository

Creating a Document

Viewing the Document Detail Record

Searching for a Document

Checking In a Document

Undoing Document Check Out

Completing Document Certifications

Document Other Actions

Document Tree Actions

     

 

 
Friday, March 20, 2020
12:35 PM