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CCH Software User Documentation

Edit - Check Out Documents

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Before you can make changes to a document you need to check it out. By default when you open a document it is read only, which means that any changes made are not saved.

Check Out Documents

  1. Click either Global Documents or open a client or contact document centre and locate the document that you want to check out.
  2. Do one of the following to check out the document:
    • Right-click the document and select Check Out. 
    • Click Check Out under Version Control on the Task Bar, then double click the document to open it
    • Click Edit in the ribbon, in the Open & Check Out  group  clipboard_e4656ceb8f3bb6fe6d9d56a004c742d55.png

Note: Check Out does not automatically open the document in the corresponding application as with Edit.

Identifying Checked Out Documents

When you check out a document, it is locked so that no other user can edit it until it is checked in. For further details on checking in documents see: Check In Documents. This clipboard_e4507cdd9b63a9793d1907da73ebe565a.png indicates checked out documents and Check out by shows the user who has the document checked clipboard_e63beb979fa1a71af9e57a221572f3a14.png

or hover over the checked out symbol to see who has it checked out. clipboard_e894e7d711e7a26ecacae0f91324581e4.png

Note: Other users can open a read only version of the same document by double-clicking it.

CheckOut.PNG

If a document is opened in read only mode, the Check-Out button is enabled, so the document can be checked out for editing, without having to close it first.

If the user starts to edit a read only document, a warning message appears advising the user to check out the document prior to making any edits.

Read.PNG

Logoff button

The logoff button has also been added to the ribbon and is used to log out of the plug-in when the user is not online.

Save on close

When closing a document in word or excel, using the top right hand red cross, the user is prompted to check in a document..

The following screen will appear:

SaveChanges.png

The options are

  • Check-In - Saves, checks-in and closes the document
  • Save – Saves and closes the document but leaves it checked-out for further editing later.
  • Discard – Abandons any changes and closes the document but leaves it checked-out for future editing.
  • Cancel – Returns to editing mode without having saved or checked in the document changes.

Note: The window only appears on closing the document or exiting word, not each time a document is saved

 

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