How to check-out a Document

Checking-out a document allows the user to modify the document.


t is not possible for any other user to check-out the document until it has been checked back in first.

  1. Log in to the HTML5 client.

  2. Select the Documents tab available in:

    1. The Administration workspace, if documents are managed at the Project level.

    2. The Work Package Work management workspace, if documents are managed at the Work Package level.

  3. Select a Project or a Work Package in the selector.

  4. In the spreadsheet, select the Document you want to check-out.

  5. Click on the Check-out (download22_md.png) button.

  6. In the Document Checkout popup:

    1. Enter a check-out reason if necessary.

    2. Tick the Don't get local copy option if needed.